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 (9676)	3/10/1998 4:13:00 PM
From: Pigboy	Read Replies (1) \| Respond to of 21342

<< How about Nortel/Cisco/NetSpeed vs. Lucent/Ascend/Westell in the "Battle of the Network Stars. >> I think you may be on to something. pigboy p.s. I have seen you before I think. You're that strange man that hangs out in the cat and brocade folders, aren't you? ;-)

To: Alan Aronoff who wrote (9676)	3/10/1998 5:19:00 PM
From: Vladimir Zelener	Read Replies (1) \| Respond to of 21342

Alan, <<How about Nortel/Cisco/NetSpeed vs. Lucent/Ascend/Westell in the "Battle of the Network Stars." >> Netspeed and Westell both have CAP modems with several years of testing. I believe they do not have DMT yet. Since RBOCs are commited to DMT it seems to me that Lucent/Ascend/Awre might be more likely, unless WSTL is bought just for the sake of GTE and BA contracts. What do you think would be WSTL take over price ?

To: Alan Aronoff who wrote (9676)	3/10/1998 5:30:00 PM
From: bill c.	Read Replies (1) \| Respond to of 21342

Alan/Pigboy: Cisco has been talking about partnering with either Lucent or Nortel, and it's starting to look like a Nortel/Cisco partnership. The leading voice players are teaming up with the leading xDSL and CPE vendors. 1) Alcatel + Hayes 2) Nortel/Cisco/Netspeed 3) #1- Fujitsu/Orctf or #2-(Siemens/Orctf or LU/Orctf) 4) Lucent/Westell for the existing LU products + "A/THE leading CPE vendor" 5) Ericsson/Awre/ADI 6).... etc.. until later.