Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Maven1 who wrote (16772)	7/29/1999 2:25:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

zeke and all-- once and for all.... forget the modems. what about the CO equipment? thats where the LT is... and what would make me really believe in the future of the company. good luck to all, trey

To: Maven1 who wrote (16772)	7/29/1999 8:16:00 PM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 21342

Zeke, I think that is great news. Trey seems to like to po-po Westell now-a-days as just a low margin CPE vendor, but they have created a great modem for the Alcatel DSL product which is finding itself in use around the world. Over 50% of USA, now parts of Europe (http://biz.yahoo.com/bw/990719/alcatel_1.html) and just last week Alcatel announced a contract in China for DSL (http://biz.yahoo.com/bw/990719/alcatel_2_1.html). In my estimate Westell will do well with their modem, but will do even better in their communications portal, CPI and VoDSL offerings as DSL becomes more a reality than just tomorrows' technology. As for the central office, the story is really just beginning. When TI is ready with its great DSP ADSL implementation, who might get the business from BA/GTE? Doubt if it will be Alcatel. JMHO, Michael