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

To: Michael F. Donadio who wrote (17199)	10/23/1999 1:36:00 PM
From: steve s	Read Replies (2) \| Respond to of 21342

Michael, I totally agree with everything you said, and also recall the $3.1M they received from their partners for R&D mentioned by MZ. If we longs had only timed it right and bought into Westell stocks at the beginning of 1999 we all would be sitting really good. I too can only hope that the DSL market is for real this time around, and maybe we could see Westell hit another surge up to 30 or 50 like (Aware), only this time it could be a mix of hype and real DSL deployments. Too bad the other longs have left this thread like Trey, and Bill C. just when it seems like DSL is really happening. I hope a year from now I could look back and say I am glad I held on to my WSTL stock. I thought that the CC was by far the best real CC I heard from Westell ever,....and I say real meaning no hype. Way to go MZ!!! Just my opinion......

To: Michael F. Donadio who wrote (17199)	10/23/1999 5:23:00 PM
From: P314159d	Read Replies (2) \| Respond to of 21342

>>MZ said that the $1.6M for the quarter was misleading because it did not include the $3.1M they had received over the last 6 months from their partners for R&D. Thanks for the mention, I only saw th ePR and not being there, I can't find out what is right with the numbers. But the comparison is still warranted 7m vs. 2.5 to 3m is no better. Still reflects a hi-tech co. spending 10% on RD vs higher nos. from the bests in Telecom. >>R&D was the "fuel of the future" Great comeback from a guy who stated that "you all can get new jobs if things don't work out" in his first meeting with the co. employees after Seamans left. I'll always remember that statement as a macrocosm of the chief vs warrior problem that taints the work force this past decade. One the warriors have won at the former shell WSTL.