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

To: SteveG who wrote (8581)	12/24/1997 8:06:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

steve-- even you have to admit that you have been a little too adamant about detailing the negatives. as a side note, that article on cable modem security is crap. yes, it is not a big deal right now, but it isnt a big deal because cable ISPs arent a big deal. i question the 1.1 mm subscriber #. it seems mucho high. cable penetration is only about 65 million homes, only 10% of those have HFC. i just dont see close to 20% of those using data service. now, 200-300k i can believe. but i digress, back to the security issues. DES encryption is pretty much dead. if they are serious about protection, they should be using RSA or something even harder. plus, all that speed you get from cable modems is going to be cut dramatically when you have to decrypt and encrypt all the data. cable has some very serious drawbacks that few seem willing to discuss. in real world situations, xDSL is going to be the winner. i think its kind of funny that after all these years, daisy chaining is being considered advanced telecom. as for valuations, it is going to be valued on contracts, not yearly sales. in addition, the deal will be based on market perce[ption, etc. in other words, mergers arent cheap and there is no way WSTL will go for less than 30. it has been to higher than that, will likely revisit it, and the valuation for the company at that level is not all that high in terms of current M&A activity. 8-9/share? come on steve!!!!! thansk for the post about the halo thing. also, take a look at what al haigs son is doing on the east coast. very interesting. good luck to all, trey

To: SteveG who wrote (8581)	12/26/1997 6:16:00 PM
From: bill c.	Read Replies (2) \| Respond to of 21342

SteveG: >> if you believe this, then rather than an earnest and valuable discussion of pros and cons, this forum is reduced to a meaningless PR battlezone << I agree that these threads have little effect on Westell's stock price. Westell investors have seen the stock go down ~50% from it's 52 week high. Then again I've seen ASND, COMS, FORE, SHVA, BAY, PAIR, AWRE etc come down ~50% from their 52 week highs. You believe it's a FUNDAMENTAL problem with Westell,... what is your opinion on those other NETWORKING stocks? I've puchased Westell because it's a growth company in a growth sector. You like to remind EVERYONE that Westell is currently trading at $11.... "but you've made your bet". I view your timing of this negative disinforamtion "PEG" in poor taste. Your Westell PEG numbers seem to change every post. I hope lurkers/posters start questioning your REAL reasons for posting these false/every-changing numbers on the thread. I don't have a problem with a negative view of Westell. I have a problem with your confusing numbers that lack detail, which are based on assumption after assumption and change from post to post.... until later.