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Technology Stocks : Westell WSTL

WSTL 5.760

+0.2%

Dec 31 3:47 PM EST

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To: bill c. who wrote (15067)	2/6/1999 3:48:00 PM
From: steve s	Read Replies (2) of 21342

This is all my own opinion and wishfully thinking. Westell may be the primary vendor to work with Alcatel, and the others may be secondary vendors. Westell may have cut a deal with Alcatel,....either get some business or no business. With all the DMT chip set delays and a slow ADSL roll out, their is no way Westell could compete against Alcatel, LU, Cisco, Seimens, 3COM or any other HUGE company at this point in time. Here is a list of reasons why I think Alcatel may buy out Westell. 1. Alcatel/Westell/BA DMT maybe 2. Alcatel/Westell/BT DMT maybe 3. Alcatel/Westell/BC DMT maybe 4. Alcatel/Westell/JPC DMT maybe 5. Alcatel looking to buy two US companies. One small and one medium. 6. Alcatel needs a US company for political relations to help with a US rollout of their ADSL system,.....maybe. 7. Westell using Alcatel DMT chip set. 8. Alcatel sells their T1 product line,.....maybe because Westell has a T1 product line. 9. Alcatel is a cash rich company and their stock is low. Buying Westell may help Alcatel's stock to go up,....( BIG MAYBE ) Again this is all in my own opinion.

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