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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.210+3.8%3:50 PM EST

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To: Johnathan C. Doe who wrote (4224)9/17/1998 9:36:00 PM
From: Norman Klein  Read Replies (4) of 9236
 
Wouldn't Pair be a better play than WSTL?

Westell is in the odd position that it's stock price is too low. It isn't marginable. The same amount of money can buy the same number of shares of Pair as Westell. Also I think that Pair is the much better value. I am not an expert in Westell, but IMHO their product line consists of too much CAP technology. I know that they have a strong DSLAM product and lots of strong telco relationships.

But I just don't think that Westell as a buy is nearly attractive as Pairgain.
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