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

To: MikeM54321 who wrote (18907)	5/23/2000 3:07:00 PM
From: Leroyt	Respond to of 21342

I heard MZ say the the top three CPE equipment vendors in their space are ALA, EFNT and WSTL. I don't know where CSCO and ORCK fit in or who they're selling to. later, leroyt

To: MikeM54321 who wrote (18907)	5/23/2000 4:49:00 PM
From: Anthony Tsai	Read Replies (1) \| Respond to of 21342

If MZ says Westell is the 2nd in DSL modems, he better get that info spread around. WSTL didn't show on the report of the top 5 modem sellers, so MZ and WSTL management better get off their arses to spread this info to the general public. WSTL stock won't go up unless this word is know to the general public and investors. Anthony

To: MikeM54321 who wrote (18907)	5/23/2000 11:52:00 PM
From: P314159d	Read Replies (1) \| Respond to of 21342

Here's the snippet I saw. and arithmetic makes it obvious. Strong Growth in Digital Modem Shipments in Q1 2000; Deployment Issues Key to DSL Growth SCOTTSDALE, Ariz., May 22, 2000 (BUSINESS WIRE) -- Worldwide digital modem shipments topped 2.2 million in Q1 2000, according to Cahners In-Stat Group, a high-tech market research firm. During the same period, In-Stat reports that worldwide ADSL modem shipments grew 46% and cable modem shipments grew 38% sequentially over Q4 1999. In-Stat believes that provisioning issues such as distance limitations and the need for technician-assisted installations are holding back the growth of DSL modem shipments. "Many of the obstacles to deployment are now being overcome, allowing pent-up demand to be satisfied. Coupled with deployments in new markets, it's clear that DSL in any flavor will continue to enjoy success in the foreseeable future," said Mike Lowe, Senior Industry Analyst for In-Stat's Advanced Carrier Strategies Service. "Now that line sharing is a reality, it has become easier for new competition to enter the residential space, which will, in turn, fuel future growth." In-Stat also found that in Q1 2000: -- Efficient Networks emerged as the leader in ADSL modem shipments, with a 24.5% market share, only four points ahead of former market leader, Alcatel, who secured a 21% market share. Fujitsu/Orckit and Cisco accounted for much of the remaining market, with 17.4% and 17.3% market shares respectively. -- The cable modem market was defined by Motorola's acquisition of General Instruments, which further solidified Motorola as the leader in this segment, with a 39% market share. -- Cisco and Motorola once again led the cable head-end market, with a combined market share of 57.5%. The report Q1 2000 Analog and Digital Modem Market Analysis (No. CQ0002M7), provides quarterly market shares for analog, cable and ADSL modem vendors and three quarterly rolling forecasts for those markets. To purchase this report or for more information, please call Courtney McEuen at 480/609-4533; cmceuen@instat.com or visit instat.com. The report price is $2,995 USD. Cahners In-Stat Group (http://www.instat.com/) covers the full spectrum of digital communications research from vendor to end-user, providing the analysis and perspective that allows technology vendors and service providers worldwide to make more informed business decisions. CONTACT: Cahners In-Stat Group, Scottsdale Kirsten Skedd, 480/609-4534 Email: kskedd@instat.com Mike Lowe, 480/609-4536 Email: mlowe@instat.com www.instat.com URL: businesswire.com