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

To: Nilda Ovalles who wrote (7729)	11/19/1997 1:00:00 PM
From: bill small	Read Replies (3) \| Respond to of 21342

WSTL-AMTX-TI thoughts Nilda, I agree with you on the bemefits of this latest move by WSTL. I suspect that behind the scenes, WSTL has been talking to TI about their capability of chip development and in turn TI has assessed the DSL market and concluded that WSTL had the product(especially after combing with AMTX) and most importantly the marketing expertise with telcos. TI wanted to get an alliance with WSTL as a early leader and the only issue was how to best achieve this in light of the announced AMTX merger. I'm quite sure WSTL never relished having to pay so much for AMTX, (and the market punished them for it) but they needed the AMTX engineering expertise. I suspect TI agreed to take over AMTX to shore up the financial condition of WSTL as they move forward into launching comercial products. It wouldn't benefit TI at all if WSTL was slowed down in their launches by being financially strapped. Now they won't be. So TI wins with WSTL as an early user of their chip tecnology, WSTL wins in that they have all the AMTX expertise without having to pay $400M, AMTX wins with an all cash offer. I don't think the market has sized this all up yet with respect to the positives for WSTL. best to all......Bill