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

To: SteveG who wrote (8803)	1/5/1998 7:39:00 PM
From: hal jordan	Read Replies (1) \| Respond to of 21342

>And any insights (hal, anyone) on the possibility that DSC uses DMT (through Aware or Efficient Systems) with BA? The DSC/Efficient announcement came out first week in Dec. Wasn't that the same week that Seamens took sick leave? Just curious how definite the BA contract (however many lines) was to Westell (vs. to DSC)...>< Steve, I think BA will roll out RADSL, no planned DMT quite yet. However, I am ever cautious of announced contracts for a rollout that has not occured yet, not even slated to start for probably another six months. We know anything can and may happen in the course of events. If (and I do mean this is a big IF) WSTL were to lose the BA contract, it would be the end of WSTL as an investment vehicle for ADSL. The street would execute them on the spot. That said, I still think WSTL could be an outstanding investment when the BA rollout materializes and the street sees the "real thing" instead of future talk. It is now a matter of wait and see. Hal