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

To: PiedPiper who wrote (9624)	3/6/1998 1:01:00 AM
From: D.Lu	Read Replies (1) \| Respond to of 21342

Gary Seamans grew up here and graduated from the University of Iowa College of Engineering. Recently gave $3 million to Engineering Building Fund. which may account for some shares sold.

To: PiedPiper who wrote (9624)	3/6/1998 6:35:00 AM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 21342

Piedpiper, thanks for your response, it seemed genuine and from someone in and around Aurora. On that basis I find your comments valuable. ADSL/DMT seems to be the perennial carrot in front of the nose. Everyone wants it, they wanted it yesterday, and still we are waiting for it. It must be frustrating to be a company (Westell) that is betting on being a major provider of this product, but is dependent on Motorola, TI or LU for actual implementation. It kind of puts you in a holding pattern. Working in such an environment must also be somewhat like treading water. The decrease in Westell's stock price over the last 2 years kind of says it all. That is my perhaps naive impression of Westell today. Does it have any merit? The important question for me, however, is "How will Westell do when Motorola, TI and LU all have their fabrications available?" Will Westell be the company RBOCs turn to for DMT? My belief is that Westell stands to do well at that point and resurge. What is your perception? Do you think they are too far gone? <<I was surprised that there was no press release on the trial DSL shipment that just occurred. Maybe they will in the near future, but they could have prevented that last break in the stock's short-term outlook with the press release. >> Sounds encouraging to me. Thanks for the information. Can you explain how you know about it? Michael

To: PiedPiper who wrote (9624)	3/6/1998 2:25:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

pied-- ok, #1: hiring, quitting firing...i dont know. i dont even know if you live where you say you live. i only said either you had inside information or you didnt. unfortunately i dont knwo which. #2: my analyst comment was referencing something you posted, not you personally. i believe you were pasting in an analyst comment.i wasnt calling you a moron.i think you are far from a moron. #3:as for seamens...who knows. if we get it you are right. it really is a moot point at present. however, the fact remains, irrespective of what a nice guy he is, that he made comments that should not have been made. inexperience is no excuse on this count. people who run public companies should know better. #4:no, i dont work for WSTL, and i do understand that the consumer end isnt where the money is. you missunderstood my point, which was that few if any are going to be able to beat WSTL on pricing. how is PAIR makign their chips? are they running a fab? if that is the case, WSTL will easily be able to price them out of the market. yes, the systems are more complex than the standard personal computer, but the model is the same. #5 sorry, i should have clarified more. of course they are going to have R&D expenses, even DELL has those. but they are related more to designing the entire system than the ship. PAIR and ALA not only have to design the system, they have to design the logic. we dont have to do that, at least not to the extent our competitors do. no, i am not mad, and you havent insulted me. what you need to understand is that i may very well be completely wrong. that is why we have this resource. this is the way i see the industry developing and the reasons why i am in WSTL. good luck to all, trey