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

To: Charlie Smith who wrote (17123)	10/6/1999 12:29:00 PM
From: marc friedman	Read Replies (2) \| Respond to of 21342

charlie i can't say how or why the street values companies but without the amati acquisition of intellectual property or the ability to produce chips or having been already a large modem maker with an ongoing mfg facility yes wstl was never going to challenge major players in the game with all new technology the time to market is sometimes long and the road changes too much as with amati they had the goods but ran out of money before deployment was even close to being close wstl was in the communications business at the correct time but as time grew longer too many others came with their own there are too many factors to go into but looking back they would have needed the jpc contract a long time ago to be the magnitude of the company that people want them to be today i do not believe anyone is making tons money yet in dsl as equip mfg this will come in time and wstl as a nitch player has for now a plan to be a value added player in dsl sincerely marc