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To: pat mudge who wrote (29598)12/3/1997 4:55:00 PM
From: MangoBoy  Respond to of 31386
 
[Westell Wins Industry's First BABT Approval For HDSL Product In UK]

Approval of Company's InterAccess(TM) HDSL System Paves the Way for UK Customer Savings via Unbundled Local-Loops

AURORA, Ill., Dec. 3 /PRNewswire/ -- Westell Technologies, Inc. (NASDAQ:WSTL) today announced that its InterAccess(TM) High-bit-rate Digital Subscriber Loop (HDSL) system is the first product of its kind certified and granted approval by the British Approval Board of Telecommunications (BABT). This approval allows Westell customers in the UK the ability to attach Westell's InterAccess HDSL to unbundled copper local-loop circuits available from British Telecommunications (BT). Unbundled, or dark copper, circuits are point-to-point local-loop lines that BT provides for private use by customers at a low rental fee. Fast and easy deployment of HDSL can increase bandwidth ten to twenty times, compared to conventional analogue modem technologies.

"With BABT approval, Westell's customers can now take advantage of
high-bandwidth solutions using 2 Mbps PBX and LAN interconnect services," stated J. Nelson, President, Westell, Inc. "News services and financial systems will be able to benefit from our InterAccess HDSL system. Alternative cable carriers have already begun addressing a number of opportunities for their customers, now that BABT approved InterAccess HDSL is available. Other applications include ISDN services, videoconferencing and cellular network rollout." BABT HDSL approval will allow Westell and Westell's customers to take advantage of opportunities in the leased-line or frame relay marketplace.

BABT certification is recognized world-wide as a qualification for product integrity and quality. InterAccess HDSL also has full European Telecommunications Standards Institute (ETSI) compliance (similar to ANSI in the United States) and carries the CE mark of approval for safety and EMC. InterAccess HDSL is sold to PTTs and alternative carriers in over 20 different countries throughout the world.

[snip]



To: pat mudge who wrote (29598)12/3/1997 9:27:00 PM
From: Charlie Smith  Read Replies (2) | Respond to of 31386
 
[TXN est cut]

pat:

RESEARCH ALERT - Texas Instruments cut

CHICAGO, Dec 3 (Reuters) - Rodman & Renshaw Inc said it cut
its rating on Texas Instruments Inc to neutral from buy, and
reduced its earnings estimates to $2.00 a share from $2.08 for
1997 and to $2.40 from $3.00 for 1998.
-- "Because 3Com/US Robotics is Texas Instruments's largest
DSP (digital signal processor) customer, we are concerned about
the recent slowdown in that company's modem sales," Rodman said
in a report.
-- 3Com Corp , a computer networking company, said
Tuesday it will cut inventory and report second-quarter
earnings below Wall Street expectations.
-- "Modem sales may be slowing because of a lack of
industry standards and competition from new technologies
(possibly much faster cable modems)," Rodman said.
"Regardless, this slowdown will most likely result in a
slowing of orders and shipments for DSP products, which account
for approximately 20 percent of (Texas Instruments's) sales in
the fourth quarter. "
-- Texas Instruments shares were off 1-13/16 at 45-7/16.
((--Patricia Commins, Chicago Equities Desk (312)
408-8787, chicago.equities.newsroom@reuters.com))

Note the part about lack of standards affecting modem sales. The X2/K56 product is dead meat. No standard and the market senses something better just over the horizon. As we all know, the question is how far. Supposedly COMs modem sales have slowed to less than $20 million per month from 7 times that level before the merger. It seems to me that the market is absolutely crying for 1MB/sec product (splitter-less is best) that is close to plug and play, costs $250 or less up front and $50/month (ISP included) ongoing. Who can give it to us and when??!!

Charlie