SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?

To: kenneth kountz who wrote (8541)12/23/1997 12:14:00 PM
From: bill c.  Read Replies (1) | Respond to of 21342
 
Kenneth: GTE and BA should have their tariff information 1Q98. Once prices are set, deployments will start. Look at BC once they receive their tariff information. ~1 month later they were offering ADSL service. I certainly wouldn't take $15/share for Westell. A few months ago Westell didn't have:

1) A DMT solution,

2) ~$15 million to their bottom line,

3) Lucent reselling their DSLAM unit,

4) Partnership with TI,

5) HDSL product for the UK,

6) 3 year contract with the GTE CLEC,

7) Westell/Fujitsu agreement

I've heard a number of posters question the BA/DSC/Westell deal, but you don't see them questioning the possibility of Westell getting some of the JPC order or BC DSLAM deal. They only want to question the Westell signed contracts... until later.



To: kenneth kountz who wrote (8541)12/23/1997 1:09:00 PM
From: John Talken  Read Replies (1) | Respond to of 21342
 
Just thinking about possilble suitors and I have yet to hear DSC. To me they might make sense because then it would give them both the DMT and CAP solutions for their Litespan, and the lock on the BA contract.

Just a thought,

Happy holidays

JT



To: kenneth kountz who wrote (8541)12/23/1997 7:35:00 PM
From: Trey McAtee  Respond to of 21342
 
kenneth--

if we assume that the contracts are there, somewhere.... then the valuation should be closer to 40. at this point, if someone offered 40 a share, i would take it. but i would not take 15.

you see, part of the advantage of buying WSTL is that you not only gain contracts, you get rid of a competitor. that makes it very valuable.

good luck to all,
trey


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News