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Technology Stocks : Westell WSTL

WSTL 5.700

-7.2%

3:56 PM EST

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To: Dug who wrote (12240)	7/23/1998 11:45:00 AM
From: airedale	Read Replies (1) of 21342

dug and all. lucent has a dslam but i don't think it handles cap and dmt. until the chips are ready and that is a good question (txn says 1st half of 1999 somewhat vague) if i were a rboc i would plan for any eventuality and cover all the bases. a sucessful bel rollout with wstl cap initially and the cable modem perceived threat could be enough pressure on the other bells to do what bel and bt are doing - use what works now and worry about dmt when it finally does arrive. with wstl having a foot in the door already. i remember going back a while ago during some amtx wstl debate the key points were amtx had the intellectual property and wstl had the good working relationships with the bells and a quality product reputation. assuming this was true and continues to be true( and factoring in fails to deliver on promises by others) i agree with the dr. i continue to add to my position and am confident. maybe today's call might light the fuse. good luck to everyone.

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