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

To: Vladimir Zelener who wrote (9688)	3/11/1998 1:11:00 PM
From: Frank Ferrari	Read Replies (1) \| Respond to of 21342

Nortel/Cisco/Netspeed biz.yahoo.com Cheers Frank

To: Vladimir Zelener who wrote (9688)	3/11/1998 5:12:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

vladimir-- thats just the point...they are being TESTED, while CAP systems are being deployed (USWest, Bell Atlantic, GTE). you make some good points, but the timframe set up by the ILECs we have indicates CAP deployment, not DMT. in other words, they arent waiting for the DMT silicon. they will be testing DMT systems from WSTL when the silicon becomes ready. its kind of a foot in the door thing...once we are in, we can make a deal on anything. they are willing to wait also because of hopes that the TXN and MOT solutions will be better than any of the other DMT silicon currently available. very true that others can use the silicon from MOT and TXN, but so far i think we are the only ones who have decided to use the solutions. so, that puts us in a very good position with TXN and MOT. they want to move chips, and that have a vested interest in seeing that we succeed. with that in mind, it should be obvious why i think WSTL is going to do well. TXN will price the chips so competitivly that PAIR, AWRE and others may find it difficult to compete. thats just my read on the situation. odd though that in the reuters release about CSCO/Netspeed, WSTL was mentioned, not PAIR, ALA, or AWRE. at this stage of the game, everyone wants to be in bed with everyone else. once i know for sure that AWRE modems are being shipped by CPQ, i will take a big position in the stock. but until then, i am sticking with WSTL as my big position. sure i will miss a small rally, but after it settles back a little, its buying time. good luck to all, trey

To: Vladimir Zelener who wrote (9688)	3/12/1998 9:34:00 AM
From: Zephod	Read Replies (2) \| Respond to of 21342

Vladimir; A couple of points. >>>ORCTF is using LSI's DMT silicon I believe you're thinking of the current Amati modems, Orkit is using their own DMT chipset which they manufacture. >>>CPQ might be serious buyer of AWRE's consumers oriented ADSL products. Possible but: John McHale left Compaq management to start Netspeed and still has a close relationship with the company. There were rumors (late in '97) reported at Network World as well as Telechoice that Compaq would install Netspeed ADSL cards in their computers. From the Nortel PR yesterday "Nortel (Northern Telecom) has agreed to transfer its equity position in NetSpeed Inc. (NetSpeed) to Cisco Systems, Inc. (Cisco), as part of Cisco's acquisition ...Cisco will endorse Nortel's DSL-Lite technology, including Nortel's multi-megabit modem specification" Due to their acquisition of Netspeed my guess is that Cisco now has the inside track for any CPQ DSL deals. If this is the case, the Cisco/Netspeed deal and Nortel's announcement is a fly in the ointment with regard to UAWG. Unless I'm mistaken, Nortel's not part of that group (I don't think Cisco is either) and their 1-Meg Modem, which I guess is their DSL-Lite, is proprietary. Remember the Aware PR regarding MSFT/INTC/CPQ was for splitterless DSL-lite only. >>>I think LU in the partnership with WSTL is offering CAP's based ADSL right now to RBOCs, which might be upgraded to doual line discipline modems in the future, analogous to COMS' X2 and ASND's FLEX 56kbps being upgraded to support V.90 and old protocols. With Netspeeds modem pooling technology their central office gear supports CAP and DMT modems, instantaneously switching to the appropriate modem as it connects. If Westells DSLAM can do this there would be no reason to remove any CAP modems, as the technology matures, through attrition, the modems could gradually be switched to DMT. (your dual line discipline, not a software upgrade though) PP: I'm not ready to concede Westell has lost GTE just yet. If there were a signed contract I think there would be very few people that would know about it, people at Westell (engineers etc.) would find out when the news was made public. My guess is that the delay has to do with Westell's DSLAM, still to be released, and the fact that Lucent will be involved by integrating Westell's SuperVision Access Multiplexer DSLAM into Lucent's SLC Digital Loop Carrier Systems (the most widely deployed DLC systems in the United States). One things for sure, its hard to put a positive spin on this Cisco/Netspeed deal from Westells perspective. I guess it makes your buyout scenario more plausible by putting more cost pressure on the whole industry. Dave I just heard Bob Pisani on CNBC say he's hearing DSL is going to be big, not news to anybody who reads these boards.