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 (9320)	2/6/1998 12:25:00 AM
From: Dug	Read Replies (1) \| Respond to of 21342

<RBOCs desire to use a wide variety or suppliers so they can keep costs low, while still providing good QOS. there is also the possiblity that could be purchased by TXN. in addition, i think it is unwise to handicap a solution we have yet to see. for all we know, TXNs chipset may be far superior.> While Im not in any way impressed w/ the new buzz word {QOS}, you may have touched on something here. Everyone trading/investing WSTL should reread the TI & Lu press releases. Pair if you must. ADI & ALA are the clear leaders for now & lets not count cap out just yet. Regards, Dug

To: Trey McAtee who wrote (9320)	2/6/1998 6:18:00 PM
From: Norman Klein	Read Replies (2) \| Respond to of 21342

<<RBOCs desire to use a wide variety or suppliers so they can keep costs low, while still providing good QOS. there is also the possiblity that could be purchased by TXN. in addition, i think it is unwise to handicap a solution we have yet to see. for all we know, TXNs chipset may be far superior.>> Trey, you are missing my point. I am not arguing that ADI's chipset is superior to TXNs or is somehow unique. I am arguing that Aware's relationship to ADI is superior to Westell's relationship to TI. It may temporarily benefit TI to have a relationship with Westell, but there is nothing that compells TI to have a strong business and technology relationship with Westell. ADI needs Aware, just as TI needed Amati (until they bought them). That is why I am always hestiate to purchase Westell stock. Although they have some nice customer contracts and relationships, they don't bring anything absolutely critical to the partnership. Also contracts can be broken as USWest and Pairgain just discovered.