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

To: P314159d who wrote (17676)	1/9/2000 12:39:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 21342

P: "Must change". I agree, but the Bells, to a very real extent, made a fundamental error(imho) back when they were shedding personnel the way my pet sheds hair. Back then, in the interests of the new, "competitive" environment, they began RIF'ing and early retiring a whole horde of technically astute people who just happened to be high up on the "cost"(read here salary/wage) curve. After this was done I'm sure somebody in the upper administration quickly figured out the bean counters had shot the company in the foot. Why? Well, call it brain drain, call it experiential drain, what happened was a huge amount of knowledge about their infrastructure walked right out the door. Knowledge that didn't/doesn't reside in any database, or standards manual. And that knowledge walked right in the door, a few years back, of MFS Intelenet(subsequently bought by WCOM), Brooks(also bought by WCOM), Qwest, Level III, Covad, and a slew of other start-ups. So now the LEC's of the world are struggling with a work force undergoing a learning/experiential curve. Need I say the LEC's, in general, are now trying to bring back select members of that earlier work force via consultative services, etc., etc.? One could say it's a good time to be alive if you've a goodly amount of experience in the industry. Everybody, and their mother, is lusting after ya! So it goes.... But even so, the knowledge is spread thin, and it's not helped that new, broadband "stuff" is descending the technological curve and now being clamored for by every internet "junkie" out there on the network. Now junkie may be a harsh term, but I tell ya...once you've gone to minimum speeds of T-1 and up....there's no going back! ;-) Ohh, and as far as problems go...I haven't even touched on the sytems/logistical problems ALL companies are having with order processes, information systems, field dispatch, repair, etc., etc.. Sometimes you just don't want to know what really goes on in the "kitchen", eh? Heh! But over time I'm sure it'll work itself out. And that's the operative word right now. Time. So WSTL should do well once all the financial gambits run their course, as the market sector it represents is huge. Of course, the competitions just bound to heat up, what with the attractiveness of the sector. But I'd like to think, and guess, that WSTL will do well. We're just gonna have to watch and see. Regards! John~