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

To: zone_boundry who wrote (20983)	10/21/2000 7:46:45 PM
From: Mark[ox5]	Read Replies (3) \| Respond to of 21342

1) Didn't WSTL claim (notes from CC siliconinvestor.com that the new product was an IAD? That should cover the voDSL as well. It doesnt mean a thing... you thought they had ADSL covered too before 3 days ago didnt you? Apparently they dont have it covered... my estimation is EFNT has a big lead in self install and WSTL "doesnt have it covered". VoDSL is not 1 product is it? (maybe Im wrong, im not a technical guru) It speaks of the entire orgranization led from research fropm top to bottom. EFNT added 85 new R&D folks in the past 3 months alone, how many did WSTL add? Research is continous, products are continues. EFNT is already in networks testing VoDSL with Lucent.. where is WSTL? You showed up here with your EFNT bias about the time goldfinger started his short-sale attack. So we are both right... and I never claimed I did not have an EFNT bias. Clearly tempers over here are short and you sure did not help. If you think like that you are like a woman who blaims the OTHER woman when her husband cheats. Blame the husband, he is the one who took the vows. HE is the one who violated you and your trust. Parallel, blame me for WSTL management incompetence because I put negative posts on the WSTL board and "I'm not helping". Well I am not the root cause of your problems, dont kill the messenger. This is a 3rd tier stock anyway you slice and dice it...it acts like a private concern and its behind its competitors on initiatives and it doesnt have the resources its peers have. It can succeed only because its finally in an area (not TAP, not CPI, but DSL) whose macro trends are so powerful even the most incompetennt management team couldnt completely mess it up. But they are trying. They have no cash, and on the CC they are going back to the bank for yet ANOTHER credit line increase. Sad. They cannot do aquisitions (sounds like they attempted one) because they have no cash, and their stock is like the Mexican peso in 1997, being devalued weekly. They have no firepower. Their peers have plenty; they can fill in R&D gaps via aquisition..i.e. EFNT has bought 2 software companies to fill in those gaps and provide more high margin product "value added" to their base competency. WSTL cannot do these basic things because of their cash/stock issues. WSTL has a lot of issues and problems. Once again i state for the deep 'value' investor, hey go for it. In fact there is a very good chance that WSTL goes from $6 to $12 faster than EFNT goes from $35 to $70, but its hard to sleep at nite with this stock.

To: zone_boundry who wrote (20983)	10/21/2000 11:41:46 PM
From: Chemsync	Respond to of 21342

Hey, here's a tenuous ray of hope. Remember the Solectron partnering back in April? Solectron, the 3rd largest ECM in the world, was suppose to help Westell with all their increased manufacturing demand. Solectron is bidding for the #5(in revenue) electronic contract manufacturer in the world, NatSteel Electronics Group. Solectron needs additional capacity, I suspect, because they've been kept so busy building all those flimsy little Westell modems. Aw, I know Solectron has hundreds of customers but ain't it nice to know that if Westell ever gets a customer that manufacturing should be no problem. C more: biz.yahoo.com