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Technology Stocks : Westell WSTL

WSTL 5.750

+0.9%

Dec 30 3:59 PM EST

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To: Edward Uba who wrote (12271)	7/25/1998 11:54:00 AM
From: Dave Krishna	Read Replies (2) of 21342

Eddie, Re:<< My feeling is we have a very good chance of becoming the next high flying sector. What we need is too get all the DSL players out of disfavor with the street. Delays have crippled everyone in this sector. We need a lot of press and a lot of hype that the bandwith war between DSL and cable is for real.>> I hope you're right. However, this sector has already seen it's high flying days back in 1996. Can it happen again ? I don't know, but I believe the street will only reward this sector once they can see numbers with contracts or at least be confident of increasing revenue. Yes, the analysts were all focused on the future, because that is all that matters with these stocks. This is what has me really wary of what happened to Aware. Westell did a very good job in the call explaining that rollout will happen this fall, thus revenues. Did Aware have similar news to report ? The stock action seems to say a lot. If ADSL is deployed on schedule this fall, Westell is in a great position and will lead the ADSL stocks. Amazing how after following this sector for so long that CAP was the way to go. Westell was right all along. Regards, Dave

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