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


To: P314159d who wrote (17196)10/23/1999 6:51:00 AM
From: Michael F. Donadio  Read Replies (1) | Respond to of 21342
 
<< I'll go out on a limb and say," no way", now i said 10 soon and got nine

Pi, when you've been into WSTL as long as I have, soon can mean next quarter. The market sentiment right now for stocks with the end of the year selling and Y2K is not good. WSTL would have to come out with a very promising announcement to propel it upward. Great announcements don't seem to be their forte. I see it around 8-9 till the new year, BWDIK about stock action. Look at the craziness of AWRE.

My perception is that DSL deployment is finally here, and WSTL has products to sell into it. MZ said that margins should rise from here on. Unfortuately WSTL was seriously harmed by the way DSL deployment was delayed and how the big networkers like Alcatel & Cisco left WSTL and PAIR out in the cold. Perhaps its just wishful thinking, but WSTL's opportunity is now. Hopefully they can start growing again. If they can't sell umbrellas when it's raining out, they're in the wrong business.

Any thoughts on what is going on with GTE and its problems with DSL outages? My guess, like Pat's, is that the problem rests with ORCKIT which might be good for WSTL. What do you think?
Message 11663593
Thursday, October 21, 1999

Latest DSL Outage Highlights Woes Encountered by Subscribers

Internet: As glitches in high-speed access frustrate users, companies say such rough spots are only to be expected.


By ELIZABETH DOUGLASS, Times Staff Writer

An unspecified "network problem" has triggered a widespread outage of GTE Inc.'s high-speed Internet service for more than two days, leaving hundreds of the phone company's customers in California, Washington and Oregon without their digital subscriber line connections.

The problem, which was fixed late Wednesday, was caused by a software bug in equipment used by GTE Internetworking, the Internet service provider run by GTE. ...

All the best,
Michael