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

To: John Curtis who wrote (20691)	10/5/2000 12:56:40 PM
From: LiPolymer	Read Replies (1) \| Respond to of 21342

Yeah, hey, John, good observations. Let's take a look what we've been hearing today: a) SBC tells analysts DSL rollouts ahead of schedule. b) SBC commits $1B to Lucent for gear. I think everybody is watching what SBC does here. Project Pronto is especially key IMHO because it demonstrates how the potential DSL CPE<->CO distance limitation can be eliminated via the use of RT's. Hunches: a) SBC announcement re: Lucent deal spooking CMNT investors. b) EFNT down, WSTL up implies confidence in WSTL's upcoming earnings vs. fear EFNT will miss due to shortfalls in foreign shipments and loss of domestic market share. Regards, Gary.