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

To: cirrus who wrote (7815)	11/20/1997 11:04:00 AM
From: Ken M	Read Replies (1) \| Respond to of 21342

>>why didn't TXN buy WSTL<< Bingo

To: cirrus who wrote (7815)	11/20/1997 12:47:00 PM
From: Andreas Helke	Respond to of 21342

TI was interested in Amatis intellectual property and its R&D team and not in aquiring a telecomunnications equipment manufacturer. Amatis equipment business will be transfered to Westell. Andreas

To: cirrus who wrote (7815)	11/20/1997 2:51:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

tom-- because TI doesnt want the modems. they want to sell the chips. all they wanted were the patents and the engineers, the same thing WSTL wanted. if TI wanted to make modems, they would have bought WSTL. why else would we get AMTX products? good luck to all, trey

To: cirrus who wrote (7815)	11/20/1997 3:27:00 PM
From: bill small	Read Replies (1) \| Respond to of 21342

Tom, the agreement detail between TI and WSTL isn't something either company is going to release. You ask why TI didn't buy WSTL. Simple; TI isn't in the system/telcom equipment. You might recall years ago they tried to compete with their customers in the PC business and that was a mistake. Likewise they don't intend to compete with the likes of WSTL for ADSL products. So in this sense, they have taken AMTX out of competition with WSTL and still given the "AMTX engineering expertise" to WSTL by virture of the strategic relationship. I would suggest to everyone to listen to the WSTL conference call. Just try to hear the facts as Seamans relates them. Unless he is directly lying to us, WSTL is a better position now because of acquisition cost (of AMTX)avoidance and having TI (rather than WSTL)pay the AMTX engineers to colloborate on C6 and future chip development. thanks for your views; keep the faith......Bill