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

To: SteveG who wrote (7835)	11/20/1997 1:00:00 PM
From: hal jordan	Respond to of 21342

Steve, you are absolutely correct: >The BIG deployments may go to the BIG companies attempting to dominate the market with loss-lead pricing.< The longer the telcos take to deploy, the riskier it becomes for the smaller players. They need revenues quicker, while the big boys like Cisco have tons of money coming in from other cash cows. This namby pamby 1000 units here and 500 units there is not going to earn WSTL or any other small xDSL vendor a stream of revenue to apply to their constantly higher R&D bottom lines. Smaller deployments also show a lack of agressiveness from telcos to fully deploy this technology in a fast rollout. I do not believe the stock price of WSTL is going to go anywhere for the next few months. I'll sit back and wait for my strike price. The only sure bet in this industry is Cisco. And I would love to see another little crash test to buy them in the 60's. Hal

To: SteveG who wrote (7835)	11/20/1997 1:14:00 PM
From: bill c.	Read Replies (2) \| Respond to of 21342

SteveG: >> Remember the emphasis GS placed on being able to deliver the CHEAPEST solution << I remember quit well. T1 will own the patents and Westell will get preferred pricing on the DSP based solution. The flexibility of this solution will allow Westell to compete with Alcatel. Providing modems that will migrate from ADSL to VDSL is a major advantage of the DSP solution. This will enable Westell with a TI DSP based solution to be the cheapest solution, not to mention it's flexibility. Will the ADI, MOT, ALA, PAIR and ORCTF solutions allow this flexibility? If not, we are talking about 2 physical hardware solutions, thus additional cost. I still don't see the argument about owning the patents. A strategic alliance with TI doesn't provide the ability for breakthrough technology? The only company near TI on the DSP solution "that I'm aware of" is Lucent... until later.