Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Trey McAtee who wrote (9310)	2/5/1998 3:21:00 PM
From: Dug	Read Replies (3) \| Respond to of 21342

Does anyone know if the 30000 block trade was a buy or sell? Noticed several 10000 block trades also. TIA Dug

To: Trey McAtee who wrote (9310)	2/5/1998 6:04:00 PM
From: cruncher	Respond to of 21342

BELL ATLANTIC SERVES AS BROADBAND BELLWETHER herring.com "If DSL does take off, Brody said, several companies are well-situated to profit from sales of both modems and backend equipment. Those include Westell Technologies, Pairgain Technologies, Rockwell International, Lucent Technologies, and Tut Systems."

To: Trey McAtee who wrote (9310)	2/5/1998 6:08:00 PM
From: Norman Klein	Read Replies (1) \| Respond to of 21342

<<everyone is licensing from everyone else, so there arent any players that have an absolute lock on the technology.>> I think that the bigger point for Aware is that they have a lock on the ADI chipset. If you want to use the ADI chipset, then you must also use the Aware software. I don't see this relationship breaking down, since it benefits both of the players. This is why I strongly prefer owning Aware stock to Westell. Westell doesn't have a unique binding relationship with anyone. The only one that TI needed was AMTX, so they bought them.