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

To: bill c. who wrote (20972)	10/20/2000 10:16:08 PM
From: Mark[ox5]	Read Replies (2) \| Respond to of 21342

<<<Again, I'm assuming Westell will continue to sell ADSL equipment to SBC, Verizon and BT I dont know this anymore.. I dont know what degree. My only frame of reference is these 3 were >10% customers 4 months ago. I assume they are now.. i dont know. Did they confirm this in the morning CC? Also 10% in BT is probably going to be much more DSLAM at this point... BT is also now a material customer of EFNT. I am estimating in the range of $5 to $7M. This is not a huge amount but it is CPE. I have no idea what WSTL sells into BT, total, or breakdown between CPE or DSLAM... no one does who is not an upper level insider. I dont know if they produced too much over the past 6 months or as others have theorized Wstl was "used" as a short term time gap when EFNT could not produce enough modems for SBC. Do you know? I dont. Does anyone? No. Something(s) are amiss, and due to lack of public information we cannot tell on almost any issues brought up.