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

To: bill c. who wrote (28773)	11/18/1997 3:17:00 PM
From: hal jordan	Read Replies (1) \| Respond to of 31386

Bill-->I'm confident that Lucent will be included in the contract, but it hasn't been announced yet. I have a feeling AFC will be included, but again nothing has been announced.< What leads you to believe Lucent will be in a BA contract or AFC when you stated to me: >When BA announces that ADSL will ONLY go through a DSC Litespan unit, I take that on face value. Your statement that Bell Atlantic COULD select another vendor is true with ANY CONTRACT. Why don't you tell us who else is going to be included in the Bell Atlantic contract. Should I ignore what Bell Altantic has announced?< Sounds like you are talking out both sides of your mouth. How can LU or AFC win anything if it is just DSC as you state? >That partnership was created because Bell Atlantic wanted a DSC/Westell solution.< Yes, and the man who created it is leaving the company well before deployments start. We both know where to, but that fact opens other doors-stated or unstated. >Please provide some additional detail. Which vendors are working with Westell on interoperability?< Tell me, is it in any phone company's best interests to have only one product that works in a residence? If WSTL is smart, they would delay interoperability testing as much as possible. Of course, there is always the public network disclosure documents BA must issue that another vendor can build to. I don't have details on who they are testing with. Can you provide me details saying they are not conducting interoperability tests in their labs? Or BA is not doing that? >How many homes have two working PC's toady? I don't view this as a big advantage for ADSL. I'll be happy to see one PC in the home.< And how many homes need ATM today...but we are not talking about today, we are talking about the future. There are multiple PCs in homes today, between spouses and children sometimes three. That will only broaden tomorrow. BA is smart, they are taking tommorow into account today. That is why their platform is ATM over ADSL. If I want to log into work, and my son wants to connect to the Internet on his PC tonight for homework, why would I want two ADSL lines when I should be able to share one. Think about that for future applications. A phone company does not mass rollout a platform for one or two years worth of use. >Westell will make an acquistion. You are starting to sound like a COMS/USRX employee< I own several thousand shares of WSTL/AMTX--long. I do not work for 3COM or any competitor of WSTL. As an investor, I consider it prudent to critique any stock in my portfoloio for flaws, then make necessary adjustments up or down. Hal

To: bill c. who wrote (28773)	11/18/1997 4:26:00 PM
From: hal jordan	Read Replies (1) \| Respond to of 31386

[Announcements and Reality] I wanted to add one more item to your thoughts Bill: >Should I ignore what Bell Altantic has announced?< Awhile back, USWEST announced IDSL was won by ASND. It would be rolled out all over the place. People on the ASND thread were counting the money to be made on that one. Them-WHAM-a few weeks ago ASND loses the USWEST business and PAIR is deployed. USWEST re-evaluated their deployment platform even after the announcement came out telling the world ASND won with IDSL. Surprise, surprise. I feel that announcements are a good gauge of a company's merit, but they are not iron-clad guarantees of performance. When WSTL actually gets deployed in BA or GTE ILEC is when I will feel a whole lot safer with my investment. Announcements only go so far... Hal