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Technology Stocks : Westell WSTL
WSTL 6.030-2.7%Jan 9 9:30 AM EST

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To: Skiawal who wrote (16219)5/20/1999 8:07:00 PM
From: Michael F. Donadio   of 21342
 
Ski,
I was most impressed by the Lucent SLC 2000 business model. The way Mark presented it, it sound like a killer product for SLC switches. Second most impressed by Zionts assertion that they know how to make a damn good modem. It seems it was a good strategy to stop competing with the likes of Alcatel, Nortel, Cisco on ADSL in the central office. The forward pricing was a killer. The number of units sold was up 73% but they made less money. Might as well open a soup kitchen.

Who ever expected CPI would do so well. Sounds like its growing by leaps and bounds. My only disappointment was that Mark specifically said they have no product with the TXN chip, though the relationship remains. I wish I know what was up. One minute there seems to be some great product coming out, next its zippo.

All the best,
Michael
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