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Technology Stocks : Westell WSTL
WSTL 6.020+0.3%Jan 12 2:56 PM EST

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To: Michael Perez who wrote (13860)11/5/1998 1:20:00 AM
From: Michael F. Donadio  Read Replies (2) of 21342
 
Unfortunately they did not keep up with the times and everyone and their grandmother is getting in on ADSL....Even worse their still stuck on CAP.....no glite or DMT yet? What are they doing! Why would anyone commit to deploying their stuff when it won't even be compatible with the agreed standards.

Mike, I just couldn't let this inaccuracy remain. I personally went to Westell and have reported on this thread two DMT implementations that I had demonstrated to me at Westell. One was with TI/Amati chips which is a full 8 mbits/sec. and another which is with ADI chips. Westell does have g.lite implementations as well as CAP. They test out each DMT chip they can get their hands on and will go with whatever provides the best performance for the task. They are selling CAP to Bell Atlantic because that is Bell Atlantic's decision for this year. When Bell goes with DMT, Westell is well positioned with its special arrangement with TI to provide it on a cost effective basis since they get special pricing as well as first availability. I assume they will get at least some of BA's business. You obviously don't think so, and I wonder on what you base your opinion. Westell has delivered timely and effectively. It could be a takeover target, however, because it clearly can't compete with the likes of Cisco that has 65% margins and can sell at a loss to capture the market. Mark Zionts said they consider Ericsson, Cisco, and Alcatel serious competitors.

As far as modems for the computers, they showed me how they had designed ones that allowed multiple computer households to use one line and have each computer view separate websites.

You may be discouraged, as many of us are, but I believe that is based on stock price, not what the company is doing. My opinion of the management is quite high and not what constantly permeates this thread. It is true that we are being kept in the dark, and even DR.TECH now seems to be speaking in code, (what is this 2 day board meeting all about?) but ADSL is getting hot. I actually hear it talked about on TV now and I think you may soon look back and wonder why you hadn't bought more when it was sooooooo cheap for sooooooooo long.

All the best,
Michael
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