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 5.610-7.3%11:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Trey McAtee who wrote (14654)1/13/1999 7:02:00 PM
From: marc friedman  Read Replies (2) of 21342
 
trey
one month ago i called mz specifically about g lite and wstl
my interpretation was that he downplayed it at the present but did say that wstl would use any silicon solution in the modems when the time came
i know all the sides to all the stories that are public knowledge
but i want to know just your gut call on this one
wstl could get left on this ba thing when it rolls big
but at the same time i don't want to believe that ba will dump them after all the work in the co's the forward pricing etc.rebate promo plus the 5ess is an asset and the work with dcs
could you envision ba dumping wstl
and i agree some analyst correlates aware and ba aol
he either knows something that we are not being told or he is a complete idiot
thanx
marc
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext