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

To: David Jenkins who wrote (8800)	1/5/1998 1:35:00 PM
From: SteveG	Read Replies (2) \| Respond to of 21342

<..I'm worried about what the competition are doing...> This is always the concern. <..While Westel has been sorting out its management their competitors are getting on with making DSL happen...> The telco delays don't help any either as it gives time for companies like CSCO, ASND and Netspeed (that Trey refers to as vaporware) to get a product out. PAIR will ALSO have their awaited Falcon DMT product out ("in time to meet the market"). My concern is this - if things are so rosy for Westell going forward, why would the COB take an undefined leave of absence and the CEO leave? <..Unless Westell have a plan to halve prices every year they will get blasted by the networking/ISP equipment companies...> Netspeed expects to have $199 products. As has been discussed, this is a LARGE market that will be dominated by large players who can live on thin margins. As has been postulated, expect M&A to narrow the field. What would a short list of potential WSTL suitors look like - and at what price range? Regards- Steve