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

To: Skiawal who wrote (7172)	10/22/1997 1:47:00 AM
From: Trey McAtee	Read Replies (2) \| Respond to of 21342

richard- intels investment is stupid. cable modems are a fairly mature technology. what is needed in that area is investment in upgrading infrastructure. CSCO and INTC team up. hahahahah what a shocker that one is. one place you havent looked, but should is the options. everyone seems to be anticipating a short term rise in WSTL. and, when the contracts are announced the stock will go up. it will go up even more when they beat EPS estimates. just be patient. good luck to all, trey

To: Skiawal who wrote (7172)	10/22/1997 7:54:00 AM
From: bill c.	Respond to of 21342

richard: Trust me, I understand your frustration with the lack of contract information. When the contracts are announced the #1 thing I'm looking for is the duration of the contract. Is it for 1 year or a multi-year contract like the Bell Atlantic deal. I expect Westell to be $50/share. I expect ADSL to be a major market. I expect the ramp to start in 1998, with mass deployments starting around 1999. We need cable to place pressure on the Telco's to deploy ADSL. Cisco needs a strategy in cable modems to match Bay Networks. Cable needs those billions to build those HFC plants, which will force the Telco's into ADSL action.... best of luck, until later.