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

To: michael piegza who wrote (8221)	12/11/1997 6:23:00 PM
From: Terry Mitchell	Respond to of 21342

This is an agreement for Lucent to market Westell's SuperVision DSLAM system. I believe this is in addition to the previous anouncement that was to implement Westell's ADSL into Lucent's SLC DLCs. Terry

To: michael piegza who wrote (8221)	12/11/1997 6:32:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

mike-- around the time of the bel announcement, there was a press release about DSC and LU. this isnt recycled. that announcement concentrated on the two working with WSTL to make their systems work with one another. this is about sles and marketing. IMHO, a rollout is near. its kind of like the company is giving us hints. whats really funny is that we are STILL trading with the techs. this is STUPID, but what can you do. most of the people on wall st. stil think their computer is made completely by compaq or dell. good luck to all, trey

To: michael piegza who wrote (8221)	12/11/1997 9:19:00 PM
From: Skiawal	Read Replies (1) \| Respond to of 21342

Come on Michael, it's a bit more than a recycled announcement. How much do you hate WSTL???

To: michael piegza who wrote (8221)	12/12/1997 11:24:00 AM
From: cirrus	Read Replies (1) \| Respond to of 21342

Again, with the latest announcement, no financial terms were disclosed. WSTL can be aligned with TxInst, Lucent and every big name in telecommunications... but until the RBOCs get off their butts and commit dollars to deployment, WSTL stock is going nowhere. Everyone knows xDSL works, and the demand for bandwidth is there, but deployment by RBOCs will canabilize existing high profit T1 and ISDN services, so the RBOCs just won't do it... until they see existing customers start switching to CATV modems... and then they will go to the FCC and demand recovery of their investments in outdated T1/ISDN infrastructure. Let's face it... dispite everything thats happened over the past five years, the RBOC's are still the slow, plodding entities that want to make money the old fashioned way... hand over fist from a captive customer base. They just don't get it that the sure path to success is to make obsolete your existing products or services - before someone does it for you. That someone will be the computer hardware/software companies. I'm sitting here with a screamingly fast cheap pc that's connected to the world by a drip drip drip modem. For continued growth in their industries the computer industry will need to address the communications problem... then look out... the RBOCs will be history. Sorry about this long rant, but I've been a WSTL owner for years and about now I'm just gonna bury the stock in the back yard and hope that when the dog digs it up it's worth something.