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

To: Skiawal who wrote (20558)	9/28/2000 9:58:31 AM
From: John Curtis	Read Replies (1) \| Respond to of 21342

Hmmmm....looks like this sets up another blow to the market sector DSL body. Funny how things have turned this past year. One year ago all it took was a whiff of possible good news and the particular stock on the receiving end of this news would soar, not to mention the sector it inhabits. And even if there was bad news the market would discount. Now just the opposite is occurring "out there." Good news is discounted and the mere whiff of bad news pummels the underlying equity. Hence.....bear market. Meanwhile....I'm standing here waving another limit buy nibble at ~$12.5. Ultimate bottom (in recent months) of $12 may get tested reeeal soon today, what with all the 1x2, 1x5, 1x1, 1x10 downtick "stuff" I see going on right now. If it holds, then good. If it doesn't....well...I've another limit buy standing by down just below $11, just figuring that should $12 break, it'll break hard with momentum then over-shooting it further (not that it hasn't over-shot already, heh). John~

To: Skiawal who wrote (20558)	9/29/2000 1:46:52 AM
From: add	Read Replies (1) \| Respond to of 21342

PDYN blow is becuase of a Korean CLEC, dreamline that stopped orders. It says nothing about the US market, the CPE biz nor WSTL. If anything its a slight negative for EFNT. All this according to the PDYN CC this morning. This is all a shaking out of the ISP/CLEC guys, almost all of whom have never been profitable. The inherent demand for DSL is still strong. Its just a matter of who provides the service. Looks like it will the large well-capitalized companies who will dominate and all the small providers will get bought out or die off. This is all good for WSTL who almost exclusively sells to the big RBOCs and National Telecoms. Those that sell to the small CLECs are going to be wrose off so.The overall demand for DSL is extremely strong. WSTL is going to do great this quarter and even better next. Time to buy more!