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

To: Michael F. Donadio who wrote (18370)	3/24/2000 10:23:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 21342

Mike, Well said. Hope MZ talks to the Street will convince the fund managers. Ram >>By making both CO and CPE (Customer Premise Equipment) they can anticipate the needs of the market and can implement compatibility issues not perceived by companies that just make one or the other. This is a great business strategy. Thank you Mark Zionts.<<

To: Michael F. Donadio who wrote (18370)	3/24/2000 10:57:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 21342

Michael- It was made very clear by Zionts that WSTL CPE is, "FULLY compatible with Alcatel's CO equipment." I've believe I have even heard Zionts say something along the lines of, "As Alcatel goes, so goes Westell." But that is as far as his statement ever seems to go in terms of detail. As you probably know, there are a large number of DSL CPE equipment companies. As far as I know, most all comply to ANSI T1.413 standards. So, what exactly makes Westells' CPE so unique? I sometimes think I may be missing something because the slew of recent upgrades by analysts. But none, that I'm aware of, took the Alcatel compatibility issue any further than Zionts has. So maybe it's just a matter of all analysts taking Ziont's Alcatel comments at face value. But if it's so important, you would think someone would add some color to the issue. Maybe it's not even a relevant question in terms of short term stock price movement. Obviously the company is guiding the analysts estimates of CPE for Q4(ending March 2000) higher. I suppose that is what counts for now. Anyway if you or anyone else can possibly add detail, it would be appreciated. Thanks. -MikeM(From Florida)