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


To: Frank Ferrari who wrote (17187)10/21/1999 10:00:00 PM
From: Chemsync  Respond to of 21342
 
Replay# 402-220-2110 Code 1673061



To: Frank Ferrari who wrote (17187)10/21/1999 10:45:00 PM
From: Chemsync  Read Replies (2) | Respond to of 21342
 
Frank, here's what pricked my ears on CC...
1. Business is good with BT. 1/2 of all D-slams delivered are from WSTL.
2. In DSL trials with LU. Revenues expected.
3. Not backing off R&D.
4. Fujitsu-WSTL partnership should benefit as second-supplier from SBC and other telecom deployments.
5. Taylor-made models created for several Voice over DSL partners.
6. Jetstream, Tollbridge, Coppercom--look for them in the future!




To: Frank Ferrari who wrote (17187)10/22/1999 1:22:00 PM
From: Michael F. Donadio  Read Replies (2) | Respond to of 21342
 
Hi Frank,
I listened to the conference call and WSTL is finally grabbing a hold of the 'coat-tails' of a shooting star- Alcatel & DSL, as Mark Zionts said. After waiting 5-7 years, DSL is finally happening he went on to say. All Alcatel wins are potential markets for WSTL CPE. With the BT rollout of DSL, 1/2 of the DSLAMs will be WSTL through FTEL. March is the scheduled kickoff date for BT.
All in all, the future for WSTL is looking up. CPI up 60% and CPE up 71%.

THIS STOCK IS UNDERVALUED.

Baird, and Kaufman are two new analysts covering WSTL. You can read them on the WSTL site under investor relations/analysts.

Hope to see WSTL at 12-15 soon,
Michael