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

To: Mark[ox5] who wrote (20985)	10/22/2000 12:59:24 AM
From: P314159d	Respond to of 21342

GREAT! to hear such spirited conversation. But why bother! WSTL sees C11 because the chiefs have zero notion of the concept of cash management or basic product development! I am curious what the ramifications of lying on a 10K about cash needs are.... they said they had sufficient cash just 5 months back and WSTL has raised credit to 45m and then some this qtr.. Mucho problemo. Pronto

To: Mark[ox5] who wrote (20985)	10/22/2000 10:04:42 AM
From: zone_boundry	Read Replies (1) \| Respond to of 21342

<<It doesn’t mean a thing... >> Sure, you cannot believe management, but there are other ways of checking. I was hoping for an answer from someone who knows. <<VoDSL is not 1 product is it?>> I don't know for sure, voice may or may not be the killer app, I thought the ability to use everything, voice, data, video conferencing, over one pipe with one provider was the thing. That covers all bases to that customer. To do that you have to be able to separate it all somewhere in the network. That is where the gateway comes in. If WSTL has agreements to interoperate with the gateway vendors, then their product has a future. I know CMTN has those agreements. (I have no position in CMTN) You say EFNT is working with LU. That is great for EFNT. BTW, LU and NT have the most to lose here. If this VoIP or VoATM or Vowhatever takes off, then there is less demand for their 5Ess and DMS switches. LU should be focused at getting that done. <<Research is continuous, products are continues. >> You talk like an expert on R&D. Are you really? You don't even know to whom you are lecturing. You can have thousands of people in R&D and never get a good product out of them (BELL LABS) That does not mean they will have a good, profitable product. I look more to the interop issues being resolved than the technical horsepower. The only reason WSTL is still in DSL is they interoperate with ALA DSLAMs. <<HE is the one who violated you and your trust>> The request was "Don't confuse us with Yahoo". My mistake. It should not have been directed at just you but the thread in general. But thanks for elevating the discussing by calling me a woman... <<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.>> That is exactly the kind of comment that I am complaining about. Adds no value whatever to the discussion. If you are going to come to a thread of a competing "pick" than yours, grow some thicker skin. Go watch AG or another good short, they will show you how to instill fear with your attack and not sound so whiny about it. It really destroys the effect. Your posts were clearly to get people to sell WSTL and buy EFNT. Mission accomplished. Go back to yahoo. << 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. >> Yeah, they are real powerful up until they lower the cost of FTTH. When does that happen? Or until the market decides that DSL is just to complicated to install/use (can you say ISDN?) and go the cable modem route. As per Bill C. facts, there was a drop in equipment sales overall last Q. Was that due to poor planning by the RBOC's or poor acceptance by their customers. The service providers can quote equipment needs going forward, but after this quarter I am not confident about those numbers. If customers don't buy DSL, EFNT is toast too. ~~~ I understand the problem with WSTL, you don't need to lecture me son. You can't trust them. If we can't trust them, their bankers can't trust them. Castle Creek won't trust them. They are toast. This is the second time, and last for me. Everything else is irrelevant. I am just looking for the best exit strategy. I don't care whether is WSTL better or worse than EFNT. That is your crusade. I just want out.