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Technology Stocks : Westell WSTL

WSTL 5.760

+0.2%

Dec 31 3:47 PM EST

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To: Mad Bomber who wrote (12169)	7/18/1998 11:54:00 AM
From: Dug	Read Replies (2) of 21342

mb thanks for stopping by w/ the tip. Ran across you a few weeks back & thought I got you book marked but didn't. Hey, salim will even still post from time to time. As for reasons to hold, Id say its still early & we will just have to wait & see what happens w/ Wstls dmt plans since the RBOC's are using it to prolong the delay in deployment. With any luck the FCC will help us out some before then & dave kimber's find sure wouldn't hurt us any even though wstls dmt plans are in question there also. Most of us here are holding on to the thought of a strong relationship w/ Lu dropping a few crumbs our way even though that relationship is very confusing. Nothing solid, just pure speculation. Some have hopes of a change in perception from Wall Street after the conference call but we all know its going to take earnings....... Competition is stiff & the Dr. seems to think Wstl will be competitive when it comes time for pricing pressures. I think we all got doubts due to the lack of large orders but if you will look @ the price Wstl gave BA on the cap modems. I think you will see why they landed that contract. No assurances, this is a pure gamble imho. Dug P.S. bill c has good points on the GTE CLEC also.

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