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

To: Skiawal who wrote (7374)	10/28/1997 9:18:00 PM
From: Skiawal	Read Replies (1) \| Respond to of 21342

Today's announcement: -Bell Canada has selected Alcatel...pending successful contract negotiations. Previously announced from TeleChoice: Copied from TeleChoice (10/22) re BC launcing ADSL Service using WSTL: "Westell in the meanwhile will be moving full speed ahead with its own DSLAM plans in order to hopefully offset the Alcatel award. An Amati DMT-enabled SuperVision platform -- scheduled for beta testing by EOY97 and general availability in 1Q98 -- could give Bell Canada reason to rethink the decision to go with an Alcatel 3.0-enabled DSLAM. Westell contends that the Bell Canada RFP is a non-exclusive, non-commitment award, and therefore undoable. For now, however, it looks like an Alcatel award. As we get more confirmation from Bell Canada, we'll keep you informed. Bell Canada has put itself in an interesting situation in starting deployment with a CAP vendor and then switching to a DMT vendor at a later date. Many industry pundits and service providers have pointed out that there are MAJOR spectral compatibility issues with CAP and DMT existing in the same network. If Bell Canada plans to replace its CAP lines with DMT at a later date it could be a costly process and effect profitability. If DSL services take off in the near term, Westell could find itself in a good position and Alcatel may have trouble justifying why deployed CAP lines should be replaced with Alcatel DMT. " The $64,000 question: Can WSTL still find itself in a good position with BC or is it all over????

To: Skiawal who wrote (7374)	10/29/1997 1:40:00 AM
From: Curlton Latts	Respond to of 21342

richard a: Something interesting to consider vis-a-vis ALA and WSTL 3 month stock price action looks dead heat: chart1.bigcharts.com:80/chart?time=6&freq=1&uf=0&lf=1&type=2&style=1&size=2&comp=ala%3A7527&state=0&trans=0&symb=wstl&r=chart&compidx=aaaaa%3A0&ma=0&maval=9&sid=15786&sec=c&xyz=95041250&s=21629 2 year stock price action looks dead heat: chart1.bigcharts.com:80/chart?time=9&freq=1&uf=0&lf=1&type=2&style=1&size=2&comp=ala%3A7527&state=0&trans=0&symb=wstl&r=chart&compidx=aaaaa%3A0&ma=0&maval=9&sid=15786&sec=c&xyz=94767359&s=5857 If ALA and WSTL represent 90% of ADSL, then what does this say about the market's current under/over-valuation of ADSL and how do you feel about ADSL's future today and going forward versus alternatives (ie cable,other) and versus your views on a need for bandwidth demand solutions coming from internet growth? Good Luck To Each And All Curly ~~~~~~~~^^ [6.6] .....> [_]