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Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?


To: Michael F. Donadio who wrote (17117)10/5/1999 11:11:00 AM
From: marc friedman  Read Replies (1) | Respond to of 21342
 
bernard ebbers ceo of mci just stated that broadband demand including dsl has "exploded"
i'm sure you all saw it
good luck
marc



To: Michael F. Donadio who wrote (17117)10/5/1999 11:14:00 PM
From: P314159d  Read Replies (2) | Respond to of 21342
 
>>abandoned their relationship with TXN.

Harsh word "abandon", but WSTL has no better relationship with TXN than MOT. To date are not using the TXN solution.
>>If you are just being a cynic

As it may sound that I am just a WSTL cynic or critic. I am not. Used to care about the co. when I was there, but now just a realist -- it trades well. the inside people I talk to ( which is getting fewer by the day), simply say WSTL is a loser in the ADSL world. They'll be a niche company, if the niche can be sold.

>>won't re-enter the CO with a TXN product.
Convince yourself, pronto. No small players there. Pairgain has a chance.

Your TXN will fare well against ADI, ALA and MOT (c. 2002), given that ADSL even reaches the consumer in mass.