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

To: Eliot Weissberg who wrote (7671)	11/17/1997 7:38:00 PM
From: Bret Masterson	Read Replies (1) \| Respond to of 21342

Eliot, [Half-Empty] Yes, the GTE announcement is good news, but it was not as definitive or as far-reaching as some would have liked. It would have been nice if more sites, more users, and perhaps lower prices were part of the announcement. It would have also been positive if AMTX were also mentioned in the press release, as the BC business (start with WSTL CAP and then move to ALA DMT) has left a bad taste in many a mouth, and leaves many people fearing that ALA might yet snare GTE's longer term DMT business. So, as you can see, some people will take this to mean the glass is half empty. [Half Full] Any contract is better than none, and this does seem to confirm that WSTL is working closely with GTE and has the relationships that can and should lead to larger contracts. In addition, although anything is possible I just don't see ALA beating out AMTX for the DMT portion of GTE's business. WSTL has a good relationship, and AMTX has seemed like it was doing extremely well with GTE in terms of building a relationship and proving the superiortiy of their technology. Also, one might look at this contract as a starting point, which will be followed by further elaboration and expansion of the rollout over the next few months. I'm way long, so I'll tend to see the glass as half full, but I can definitely see where the half-empties are coming from. Regards, Bret

To: Eliot Weissberg who wrote (7671)	11/17/1997 7:40:00 PM
From: bill c.	Respond to of 21342

Eliot: < grin > Yesss, I've heard some rumors. Two business units of GTE are in contract with Westell. The GTE Gov. Srv. unit and the GTE CLEC division which doesn't own the local loop. Let me state that one again... the GTE CLEC division which DOESN'T own the 20 million local lines. I see the GTE CLEC division going into the RBOC regions and having to deal with those providers for: 1) Access to the Central Offices 2) Leasing local loops 3) etc. We need GTE Network Services to announce. We will have to wait until 1Q98. KenM, it seems you are correct on your GTE Network Services deployment starting around March-98. If I remember correctly Westell has some of it's equipment installed in those regions.... until later.

To: Eliot Weissberg who wrote (7671)	11/17/1997 7:41:00 PM
From: Andreas Helke	Read Replies (1) \| Respond to of 21342

Yes we are still missing something. So far we only have announcements from GTE government services and from the GTE CLEC. The very important GTE ILEC is still missing but we have a good chance that they too choose Amati/Westell equipment. Andreas