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

To: jas singh MD who wrote (7294)	10/24/1997 10:35:00 PM
From: sargent	Read Replies (2) \| Respond to of 21342

If WSTL goes to 8 in the near future, AMTX will be sitting pretty at 6.5, having followed it down. Considering AMTX is borrowing $$$ from WSTL less than 30 days after the merger, it sounds like AMTX's bargaining power isn't real strong. Assuming AMTX shareholders negate the merger (which obviously will not happen) with AMTX sitting at 6.5, you only fantasize it would pop right back to 19 the following day. You are absolutely correct, though - this is a very beneficial merger for both companies, considering their circumstances and strengths. God forbid these two threads ever combine....

To: jas singh MD who wrote (7294)	10/25/1997 3:40:00 AM
From: SteveG	Read Replies (1) \| Respond to of 21342

<If I remember correctly, I believe that it was GS who said that all of the contracts that they lost were because of one reason-no DMT solution.> And why couldn't WSTL just buy DMT with CG? Because no CG, and it is rumored that it won't really be ready for a good while yet. OK, what about C6X? THIS is likely a good part of why WSTL bought Amati. But how long - conservatively - would it be reasonable till a workable (power, size, price) C6X DMT is available? <I don't think the AMTX shareholders will EVER go for .9 of a WSTL share if it is trading at the level > Aren't there some kind of lock-in costs that would make it difficult if not impossible for this to get axed by either company? Did I catch this correctly (.. I think from somewhere on SI)? S