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

To: pat mudge who wrote (8703)	12/31/1997 8:00:00 PM
From: hal jordan	Respond to of 21342

Pat-- You caught me at a good time, wife's nursing the infant. I have also followed the ADSL sector for over two years, WSTL in particular, AMTX as a secondary. I believe you are correct in all your observations, especially in the embarassment stage. Maybe that is why Seamans is gone from the poker table. If WSTL were to get BT, and most of a BT contract, it would be a major coup. BT is the largest telephone company in the world today, or so I've been told. That is assuming BT would be serious about rolling out ADSL. The reason I said GTE ILEC is the reason I'm sure you're familiar with. Only WSTL & AMTX have been tested there publically. With AMTX out of the picture, that leaves WSTL holding the ADSL bag. It is a good sign that GTE CLEC chose WSTL. Admittedly, a different portion of the target market, but still a good sign. So where does this leave us? How much are all the current WSTL contracts worth, including a potential GTE ILEC contract. What would be the stock price given maybe 350,000 WSTL units sold by end of year '99. My figures may be low to some, high to others. Have a Happy New Year yourself, and glad to know you are onboard the good ship Westell. Lets not do a remake of the Titanic here. Hal

To: pat mudge who wrote (8703)	12/31/1997 9:03:00 PM
From: MangoBoy	Read Replies (2) \| Respond to of 21342

[armstrong] << I know I'm a dreamer, but I sure wish they'd find a junior Michael Armstrong to take the helm. >> chat: what's so great about Michael Armstrong? he comes across to me as yet another silver-haired, executive-jawline, football-player-in-my-youth, old-boy-CEO-club type. mark

To: pat mudge who wrote (8703)	1/1/1998 8:37:00 PM
From: Trey McAtee	Read Replies (3) \| Respond to of 21342

pat-- what did he know, and when did he know it. that is a very good question. and one that is uniquely fit for a court of law. one little piece of good news though... techweb.com good luck to all, trey

To: pat mudge who wrote (8703)	1/2/1998 4:13:00 PM
From: cirrus	Read Replies (2) \| Respond to of 21342

Pat... very thoughtful comments. I, too, would like to believe that Seamans was speaking in good faith about three significant contracts. However, as everyone knows, the road to hell is paved with good intentions. Wouldn't it appear that, even if Seamans was 100% accurate at the time he spoke, these contracts were written with so many escape clauses as to be virtually meaningless? What other explanation could there be for a "significant" contract turning out to be an apartment building? A happy and prosperous New Year to all!