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

To: marc friedman who wrote (17122)	10/6/1999 11:42:00 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 21342

marc: on the other issue of coms and bel there was never going to be a way for wstl to mfg modems the way coms can after all they are probable the largest modem maker this is totally logical at the retail level Let me see if I understand this then. WSTL traded at $55 (with a nearly $2 billion market cap) three years ago on the assumption that they would never be a provider of DSL modems in volume to major ILECs. Right. Charlie

To: marc friedman who wrote (17122)	10/7/1999 2:51:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 21342

Hi Marc, I'm sorry to hear that no mention was made of TXN. One of my reasons for being into WSTL was that I felt their "special arrangement" with TXN would give them an edge when TXN came out with a chip that would be a killer. They seem to have done that, so I would hope that WSTL would have some product to capitalize on it. If they do not, I'll be very disappointed. I was at Internet World in New York today and listened to Ivan Seidenberg, CEO of Bell Atlantic, give the keynote speech. He presents DSL as a now reality. Of their 22 million lines, 10 million will have DSL by the first 1/2 of 2000, and 20 million by the end of 2000.(Should I believe him?) Then there is GTE. He presents the DSL initiative as finally becoming an organized focus that will include ISPs, and LAN homenetworking. Also mentioned 3COM modems being available at stores. Clearly this is a time for WSTL to shine if it ever will. If it drops the ball again, its time for better players. All the best, Michael