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

To: Michael Perez who wrote (9483)	2/26/1998 12:24:00 AM
From: Michael Perez	Read Replies (1) \| Respond to of 21342

Like I said, everyone is in on the ADSL thing now! ADSL Modem Suppliers 3Com ADC Telecommunications AG Communication Systems ATM Limited Addtron Technology Corporation Alcatel Telecom Ariel Aware Cabletron Systems Cayman Systems Compaq Computer DSL Networks Digital Link Corporation ECI Telecom EPL Ltd. Efficient Networks Ericsson GVC Corporation Global Village Communication GlobaLoop Ltd. Intel Interphase Interspeed NEC Australia NetSpeed Orckit Communications PairGain Technologies Paradyne Pulsecom RNS SpellCaster Telecommunications Starnet Technologies, Inc. Tainet Communication System Telrad Telecommunications Teltrend WaiLAN Communications, Inc. Westell Inc. Westell INternational XAVI Technologies Corporation

To: Michael Perez who wrote (9483)	2/26/1998 12:25:00 AM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 21342

It seems to me Westell is constrained by its DMT suppliers, namely TI/Amati and Motorola's CG. I imagine it will languish without these chips. Westell can't mass deploy without the components, but should be a star once they have them. When will that be?? Seems like we should have had them already. I heard (but seeing is believing) that the TI/Amati DSP would make its appearance in March. Anyone have any further info? Its back to the old search for coppergold and now the TI/Amati DSP. When it hits, it should hit big. I hope Westell has better staying power than Amati did. ADSL deployment has indeed been Chinese water torture as Pat Mudge once said so well. The water is still dripping, Michael