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Technology Stocks : Westell WSTL

WSTL 6.170

+2.8%

Dec 24 12:44 PM EST

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To: PeterR1700 who wrote (14249)	12/6/1998 10:40:00 PM
From: Dug	Read Replies (2) of 21342

<Sadly, I bailed on wstl awhile back. The wait got to me.> Hi Peter, Id say that was a good decision on your part. <Is anyone making money in adsl?> Probably some phone co.s but not many if any vendors. Id guess Csco is a possibility. <Any pure plays out there?> Awre & Orctf are the pure plays for now. Adsl is kicking the shit out of wstl. Awre is grabbing many headlines & thus the run. Id be cautious though. I don't see much in way of an upgrade model as licensing is Awre's bread & butter. Id bet TI didn't pay all that money for Amati w/o reason. Or @ least Id hope so, it would be too much to see the CEO fire himself. :} Orctf appears to be an IP play as well. Vdsl is where the real game is be played. Ive read more than a few times that QAM is making some inroads there but JW@KSC or one of the old timers would be more knowing in regards to such. Dug

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