Westell WSTL Message Board

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Technology Stocks : Westell WSTL

WSTL 5.770

+0.3%

1:11 PM EST

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To: JW@KSC who wrote (13805)	10/31/1998 8:55:00 AM
From: matt gray	Read Replies (1) of 21342

Thanks for the information.... regarding the comparison of Pair, Orckit and Wstl. I'm liking Pair because they are a value stock. Agreed their PE is a compelling argument to buy at these levels....they are unprecedented. Orckits Fujitsu relationship is compeling since they have a significant share of the SONET market and will sell into this strong market. [although I noticed a westell Fuji relationship brewings] The reason I hold WSTL is less an issue of CAP vs DMT since I believe this to be a lower order issue at this time. Overall net speed is still the limiting factor to local access speed. Based upon hands on experience with cable modems, non of the modems I've run approach their specification speed....the weakest link in the chain is the Internet backbone. The primary reason to hold Westell at this time is their relationship with Lucent. Lucent is a powerhouse. Westell is a sub 100 M market cap company. They are peanuts. If lucent promotes a Westell product..Westell goes up. If Lucent has Westell plugins, [an earlier poster asked this important question] then many companies will buy Westell products because of 5ESS upgrades, DDM2000 installations etc. thanks and best of luck..

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