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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: michael who wrote (27708)	10/23/1997 1:53:00 AM
From: pat mudge	Respond to of 31386

[Stock price] Michael -- I could be wrong, but I think investors are waiting for Westell's numbers to be released tomorrow after the close. Most aren't as interested in the earnings as they are the CEO's comments. Last quarter he said he had 3 signed contracts ready to release whenever the customers gave their consent and I don't believe he's delivered. Since I haven't followed Westell very closely, I'm not sure what the three were rumored to be. I'm guessing BC, BT, and GTE. Today BC launched its ADSL service and set up a new ADSL website, and TeleChoice claims the contract went to Alcatel for DSLAMs and a smaller award to Westell for an initial CAP deployment. Some are disappointed because they expected WSTL to get the primary contract; some are elated because they feared Alcatel would get the whole thing without anything for Westell. The GTE contract is rumored to be going to Westell for an initial CAP deployment and to Amati for DMT. The latter may be a joint contract for the merged company, but nothing is certain. I don't know the status of BT deployment other than its rumored to go to Fujitsu and Alcatel and that Westell/Amati will get some of the business through Fujitsu. For a long time I thought the BT/MCI merger was holding up deployment, now I think they may be waiting for the DMT chips. I think your observation, "looks like it could go either way," is astute. If Gary Seamans pulls a rabbit out of the hat, they'll be okay. But, frankly, I'm a bit worried. Perhaps the analysts will focus on the merger and forget the contracts that were said to have been signed. At any rate, I'll be listening to every word. Pat