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

To: bill c. who wrote (7447)	10/31/1997 9:03:00 PM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

[WSTL possible purchase - contender market caps] Aware - 236 mil ~~ 300 mil Orckit - 253 mil ~~ 300 mil Pairgain - 2.1 bil Genrad - 862 mil Tellabs - 10.1 bil Teltrend - 111 mil Adtran - 1.4 bil Broad Band Technology - 82 mil SI ADSL/HDSL group list. MB

To: bill c. who wrote (7447)	11/1/1997 4:18:00 PM
From: pat mudge	Read Replies (3) \| Respond to of 21342

[Acquisition] Bill -- I like your line of thinking. No, Amati doesn't need a chip manufacturer. These are easily accessed off shore. And I'm curious about NetSpeed. I just wonder about the synergies and what it would cost to buy them. It appears they based their first products on Globespan's CAP and have an agreement with Motorola for DMT, so based on this, I'm assuming this puts their future in the same predicatment as Westell's before the merger. Their relationship with Nortel seems to be one of their key strengths. Other than their Telus contract for 2,500 lines, they're in several trials --- one in Georgia and one in Arkansas, and along with everyone else, one in Ina City, Japan. Their management team certainly is impressive. What about Ipsilon? ipsilon.com It's hard to estimate the value of a private company still in development stage. Pat

To: bill c. who wrote (7447)	11/2/1997 7:02:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 21342

[Stentor filing and BC webpage] Bill -- Does this have any significance? I noticed the wording from different from the former filing. stentor.ca <<<The terminal equipment associated with the Derived Channel will be provided by the service provider at both the subscriber and central office ends of the loop. The connection to the Class 5 switch is a normal two wire, POTS interface. Both the central office and subscriber located Derived Channel equipment must be certified in accordance with Certification Specification CS-03.>>> What's "Derived Channel?" Also, is this BC page new? I certainly didn't see Westell highlighted this prominently in my earlier searches: bell.ca Pat