SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Westell WSTL
WSTL 6.1000.0%Jan 14 2:05 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: steve s who wrote (13878)11/5/1998 10:17:00 PM
From: Joe Valente  Read Replies (1) of 21342
 
>> I just don't see a bright future for this company <<

Steve,

Yours are legitimate concerns regarding heavy competition,
and they are for me as well. However,let me point out what I
believe are some positives for this company:

1. Westell has been selling local loop(last mile) equipment
to all the bell companies for a number of years.
2. Westell has been working with Lucent to incorporate their
ADSL technology with Lucent's state-of-the-art digital switch
(the other end of the loop).
3. Westell has been working with DSC to integrate ADSL with DSC's
very popular Litespan 2000 digital loop carrier system.
- DSC is now owned by Alcatel-
4. BA,BT ADSL rollout (though small in the beginning) and
many current trials.

WESTELL has been in this game a lot longer than any of
the competitors and that should account for something.
I believe when wall street gets over the cable modem hype
(although I realize at this point they are ahead of ADSL
in terms of units deployed) and some orders are realized
this stock will move.
Well that's my two cents worth.

Good luck to all.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext