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


To: hal jordan who wrote (8681)12/30/1997 6:57:00 PM
From: pat mudge  Read Replies (2) | Respond to of 21342
 
[mysteries]

Hal --

I hate unsolved mysteries so am combing old news and reports for clues.

Is there anything hidden between the lines in the 12/11/97 LU/WSTL announcement?

telechoice.com

<<<
Lucent's SLC-2000 and SLC Series 5 digital loop carriers are the most widely deployed systems in the United States. By combining SLC Systems ADSL-enabled channel units that interface with Westell's SuperVision ADSL modems, service providers with Lucent's SLC systems will be able to offer data service at rates up to eight megabits per second (Mbps) downstream with full rate-adaptive capabilities -- an increase of 200 times over today's traditional data rates using 28.8 kilobits per second (kbps) modems.>>>>

The deal with TI involves DMT at 8Mbps for the SuperVision, so perhaps LU/WSTL/TXN are working together. I don't know Lucent at all, but would they be more likely to want the systems side of ADSL versus the silicon? If so, this makes sense. And would LU want to own WSTL or would they be satisfied with the current development agreement? The only reason I ask is because a friend suggested volume like this would have to involve something more than "Amati money looking for excitement" or "short sellers."

I hope billc jumps in to set me straight.

<<<
In the past, WSTL has had a tendency to move up days before news comes out.>>>

I looked at the charts and you're absolutely right. It also tends to drop once the news comes out. Like tremblors before a big quake, perhaps it wouldn't hurt to pay attention.

Later --

Pat