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Technology Stocks : Westell WSTL

WSTL 6.000

-3.1%

Jan 16 9:30 AM EST

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To: P314159d who wrote (15358)	3/5/1999 6:19:00 AM
From: Dave Toll	Read Replies (2) of 21342

DAILY MARKET COMMENTARY \| TECHNICIAN'S CORNER ASK THE ANALYST \| PREFERRED'S RESEARCH LIBRARY Ask the Analysts We encourage visitors of this page to ask questions about the industries and companies Preferred Capital Markets follows. These companies are listed in the "Who We Are" section titled "Research". Our analysts will try to respond to all questions posed. Visitors may also ask technical questions on any Nasdaq or listed stock. Answers will be posted below during the week. If you include your e-mail address, we will e-mail our response as well. We welcome your participation! I want to ask the analysts a question ... Ask the Analysts Thursday, March 4th by Market Analysis Staff Preferred Capital Markets, Inc. Question #1: Who in the group of Orckit, Westell, Pairgain, Aware, Copper Mountain do you see as benefiting most from rapidly developing xDSL rollouts? Are PAIR and WSTL running behind? Answer #1: You've selected a broad group of transmission companies which cover various aspects of the xDSL broadband access sector. Orckit's main claim to fame is its deal with GTE which I understand is not going extraordinarily well; PairGain has been late to ADSL but its Falcon chip is getting some good reviews--but they are late! Aware has had an abnormal move recently and though I like the Company's new operating model I believe the stock is too expensive here. Copper Mountain is one of the mid-tier systems companies and also a late-comer to the xDSL business similar to Diamond Lane and NetSpeed which was taken out by Cisco. Westell has been in the xDSL transmission business from the start and we have reason to believe that some positive developments may be forthcoming. Joel Achramowicz Senior Research Analyst preftech.com

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