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

To: hal jordan who wrote (9708)	3/12/1998 1:09:00 PM
From: Alan Aronoff	Respond to of 21342

There definitely is a factual basis to support the case that Cisco will wind up as the preferred DSL supplier to GTE. cisco.com <<"GTE is making an end-to-end commitment to Cisco in key areas," said Charles R. Lee, GTE chairman and chief executive officer. "This commitment creates an opportunity to deploy an integrated service fabric that facilitates access to compelling content, solutions and services." To support these services GTE will build a national network based on Cisco's Wide Area Network (WAN) ATM switches, high-end routers, and dial access platforms . GTE purchases could reach over $1 billion of Cisco products for resale as bundled solutions and to support this new national infrastructure over the next five years.>>

To: hal jordan who wrote (9708)	3/12/1998 1:27:00 PM
From: Trey McAtee	Read Replies (4) \| Respond to of 21342

hal-- i think the street alreayd thinks that GTE is gone, and BEL as well. we are right back where we were when GTE looked like it was going to AMTX and BEL had not announced. as for buyout, the buyer KNOWS thats its action will result in WSTL getting contracts. so, the premium to current may be MUCH higher than anyone anticipates. to be honest, i have heard numbers on takeout value from a few people who have looked at the company. the range is between 35 and 40. good luck to all, trey