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

To: Skiawal who wrote (7797)	11/19/1997 11:38:00 PM
From: Skiawal	Read Replies (1) \| Respond to of 21342

Trey...Help me understand. Why would Cowen downgrade if prior to WSTL/AMTX merger announcment, Cowen was Strong Buy, Strong Buy, over and over on WSTL when it was withOUT AMTX and DMT. Since then, WSTL has picked up contracts with BC, BT and GTE and now has "Strategic Alliance with TI" which results in quicker deployment capabilities at a lower cost for DMT. Does that sound like a good reason to downgrade???

To: Skiawal who wrote (7797)	11/20/1997 12:17:00 PM
From: Andreas Helke	Read Replies (2) \| Respond to of 21342

Westell never had intelectual property and research and development capacity for chipset development and the DSP programming software. It turned out that the lack of this capacity hurt them in the marketplace. The loss of most of the BC business to Alcatel might have been avoided if Westell would have had that basic capacity in DMT technology. Most of the value of Amati lies in its basic IP. TI thinks its worth $400 million. Westell would have got it if it merged with Amati. I don't know if Westells relationship with TI is a sufficient replacement. Andreas