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: Alan Aronoff who wrote (9673)	3/10/1998 3:50:00 PM
From: Pigboy	Read Replies (1) \| Respond to of 21342

Alan, From what I gather right now, Cisco is providing the ATM network for USWest and the last end--Netspeed's ADSL (after they won it over Pair) completes the end to end there. As far as I know, this 236 is pretty expensive to pay for one telco and the possibility of more. Of course, things may change soon. If someone may pick up Wstl, I think someone like Asnd and NN may start looking. But NN seems like they are more focused on turning around at the moment to make a spectacular acq...but Asnd will look with open eyes today at whats going on. Both Asnd and Csco have giant market caps currently...if csco got wstl for their ba and gte stuff, then csco would be daunting, not just a contender in the the ADSL arena overnight. Then again, csco likes those privates. If Wstl doesn't lose Ba and gte, I wonder what you could value Wstl at just for these right now? just rambling like a billygoat, pigboy