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Technology Stocks : Westell WSTL

WSTL 5.750

+0.9%

Dec 30 3:59 PM EST

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To: Trey McAtee who wrote (13712)	10/25/1998 1:08:00 PM
From: Dug	Read Replies (1) of 21342

Trey, a little too much coffee? gggggg. Hey its afternoon so Ill be switching soon myself. :} <WSTL doesn't do good enough R&D to justify continuation. its that simple as far as I am concerned.> Like I said I thought that too but think you're a little early here. Lets see who else does 5ess deals first then Ill be convinced. Im assuming Coms will. <i am also not prepared to give zionts any credit. i think he is completely in control and working under his own agenda.> Me either, he will have to earn it & its showing to be a tough job. I don't agree that its his own agenda though. Its a secondary position to Mr. Gaynor's.. <it is becoming clear they can not make modems that anyone wants to put out on the street in volume> Thats not Wstl's fault. They are deploying cap modems (@ a loss mind ya) but Ala isn't either. Ba is not the most aggressive as we have been led to believe & not necessarily told by Wstl all alone. <so, what can they do?> Thats what we need to know. Lest hope the deal is good & if not, then we have big problems. <conf+ is a good thing, but eventually its a loser.> Maybe not, I could see cheap access as being profitable here. <i am quite serious about this. i see no reason to do anything other than ride out any existing contracts and start restructuring while divesting all the low margin modem business. and canning the R&D.> Think Ill start a little sooner, maybe after a few Ill change my mind before this evening instead of tomorrow. :} Im not defending Wstl as things look bleak & I don't mean to rain of Awres parade but what if they are infringing on TI's patents. I don't see this as Ti is doing G-lite also & the Itu is supporting it, but do we know if the Itu has researched this? The standard is not final. Its still early & Im gonna wait a while longer b/c if memory serves me correct Amati served Awre papers in regards to such. It appears that TI isn't going to fight but does anyone know why? Hang tough, Dug

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