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Technology Stocks : Westell WSTL
WSTL 6.230+3.0%2:44 PM EST

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To: Skiawal who wrote (14107)11/19/1998 8:46:00 AM
From: marc friedman  Read Replies (2) of 21342
 
ski
i'll give you my speculation on this deal
dr t was very observant on the correlation between pair and wstl
if you overlay the two stocks they moved together
on fri the 30th word leaked on the supposed pair wstl deal and pair took off they had the bigger mouths
on monday they started speculation on the other half and bingo wstl starts moving
in some ways dr t was right
pair has cash wstl has contract
togeather they have a better chance of success with ba/gte
better ability to produce stronger co position
together you have 106.4 mil total shares and 400 mil in combined sales today
as a combined entity with less r&d and all under one roof this thing could enhance it's position in adsl market place
i know that they have competing products that is the part that doesn't fit
but remember politics makes strange bedfellows
this is all speculation on my part
i am basically a t&a guy plus market application of technology and i can't help but look at the two stocks moving together
they all know but wouldn't say due to insider info violations
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