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

To: Michael Perez who wrote (9243)	1/29/1998 7:34:00 PM
From: Alan Buckley	Read Replies (1) \| Respond to of 21342

I'd have to agree with your disappointment in WSTL production. I took a token position about 18 months ago with the thought to increase it rapidly as soon as they started shipping product and showing even meager profits. Well, I'm still waiting, and honestly, I'm beginning to think such a date is farther away now than it was then. A good reminder to myself about why I have a personal rule against taking big positions before a company shows profits.

To: Michael Perez who wrote (9243)	1/29/1998 10:47:00 PM
From: jeremic	Read Replies (1) \| Respond to of 21342

Mike- I agree with your points and no one will deny that investing in cuttting edge technologies requires a great sense of timing-however I don't think westell is this tiny start-up you allude to. 1)They have a lot of cash. period. 2)They have connections with the most respected leaders in the telecommunications industry. 3)ADSL has gone from being a 'possible' solution to the bandwidth dilemma to an 'inevitable' solution to the bandwidth dilemma. Things still might not take off for a while, but when they do-i think wstl is in a good position to benefit. FWIW jeremic (staying long)

To: Michael Perez who wrote (9243)	1/30/1998 8:31:00 AM
From: bill c.	Respond to of 21342

Michael: What do you think of the non-ADSL side of the Westell business? They have ~$70 million business without ADSL. Westell isn't an ADSL only company like many of the smaller companies. (ex) Aware, Netspeed, Diamond, Amati, etc. 3COM wants to dominate the edge network, but MOT isn't in the ADSL modem business. Why are splitterless ADSL cards a direct thread to Westell? The CO ATU-C will house the TI ADSL-heavy/T1E1.4-standard. The ATU-R will house the TI ADSL splitterless/G.Lite solution. Westell is working with TI for both solutions. 3COM wasn't mentioned during the TI CC, only Westell and Efficient Networks. Hayes has a 2 year exclusive agreement with Alcatel. Alcatel won the JPC contract, thus Hayes will provide NIC cards for those Telco's. One of those JPC vendors is Bell South, which has a large number of DLCs in the Atlantic area. Those DLCs don't have a RELEC or Alcatel name plate on them. ..."TeleChoice will be watching to see how Bell South overcomes its obstacles to wide-scale deployment, such as the large number of Digital Loop Carriers (DLCs) within its region along with embedded infrastructure issues. The market trial is scheduled to last til mid-1998... telechoice.com I invested in Westell because they have 3 MAJOR contracts... BT, BA and GTE-CLEC with one additional one coming, plus a number of smaller contracts. This is on the ADSL side of the business, the DS0, DS1, DSL"HDSL" and services-side produces ~70million in revenue. Do you want to ignore that revenue? Westell has customers waiting for their ADSL products, while a number of the smaller ADSL companies have products waiting for customers... until later.