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Technology Stocks : Westell WSTL
WSTL 6.1000.0%Jan 14 2:05 PM EST
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To: steve s who wrote (13878)11/5/1998 11:33:00 PM
From: DR.TECH  Read Replies (2) of 21342
 
How can WSTL compete and/or how can they be profitabe? First it is very important for one to admit how complex ADSL tech and its' intergration into a network can be......TXN did not spend 350mill on AMTX because ADSL tech is easy, but to speed their R&D on the C6...MOT has spend 100mill on R&D for the coppergold....These companies both worked with WSTL and will continue to work together to foster glitchless deployment of ADSL..Westell can become profitable with current contracts by getting a longer term commitments from their customers so that volume manf can be done....Or WSTL can become profitable when volume orders arrive...Or WSTL can dump R&D for DMT products and they would be profitable ...I am assuming that ADSL is why one would invest in WSTL so R&D will stay...How can WSTL compete??? Lets look at the competition...ALA the company that everyone should thank for your losses in WSTL because they BS'ed telcos on price and product and basically created forward pricing for products that suck...Ortcf again BS'ed GTE on their DMT code and is still in ADSL PR hype stage and is playing rent a intergrator because that LU announcement is older than GARY S's 3 contacts....AWRE has basically no products and Jim Bendover gave away DMT lic. for $40,000 a pop and AWRE will probably be sued by TXN when they receive any lic revenue.....CSCO has made two bozo ADSL purchases and needs another to really get in the game, ADSL is to techy to market without the goods....NT is too busy jamming Megamodems down their canadian SUBs throats to worry about ADSL just ask BEL canada(sorry ALA)...ERicy,fujitsu,siemons,NEC are just data contract guarentors for ADSL vendors end customers....Pair has the best tech no one wants, you figure it out....How can WSTL compete? I ask how the others can compete in a very complex tech(ADSL) without companies like WSTL to hold their customers hand....If you really want to blame somebody for WSTL stock price it is the telcos BEL,GTE and others who need to establish commitment to vendors or pay up for working deliverable product that gives them a customer now..ADSL R&D should not be on sale...Finally JOEL A from pref-cap knows ADSL and his comment about a $8 dollar target was raising targets on a ongoing basis is an analyst's job......
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