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


To: hal jordan who wrote (7863)11/20/1997 2:46:00 PM
From: bill c.  Respond to of 21342
 
hal: >> the fact that DSC is the lock for BA, <<

I've pointed to the fact that BA has announced that all ADSL will go through a Litespan unit. That's what BA has announced.

>> therefore it follows WSTL is pretty much a shoo-in as long as BA stays with a DSC platform. <<

As long a BA stays with a DSC "CAP" DLC solution Westell is sitting pretty. I don't recall every saying a DSC "DMT" DLC solution would benefit Westell. In fact I've posted those benefits on the Aware thead.

>> That would lock out WSTL from the GTE contract <<

Has GTE announced that all ADSL traffic will go through a DLC system? Would you have a URL for that?. Rumor has it Westell's CAP equipment is installed for the GTE ILEC. Gary Siemans indicated that multiple vendors want a DSC/Westell type of solution. I consider GTE one of those vendors.

>> Why not buy in a few months after things settle down. What am I missing? <<

You raise good questions and I wish you the best of luck in your stock selection... until later.



To: hal jordan who wrote (7863)11/20/1997 6:47:00 PM
From: Chemsync  Respond to of 21342
 
Over a year ago it was the concensus of this board that both CAP and DMT were winners but CAP had a head start. No one in the Amati camp questioned that CAP wouldn't be the early winner. Now, late 97 and still no major CAP deployments and no lead. Worse yet, the largest DSP manufacturer on earth (capable of buying any upstart it wants) buys the mother lode of DMT. I agree with you Hal, WSTL needs some CAP assurance from BA or GTE or its a lame horse.

sg