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

To: Trey McAtee who wrote (9786)	3/18/1998 12:51:00 AM
From: PiedPiper	Read Replies (2) \| Respond to of 21342

>>actually the numbers i have heard are in a range between 35 and 40, not 25-30 You mean to say that some dumb soul is going to pay 1.5bil for a company with less than 100 mil in sales? Dream on Trey! Not if they haven't got GTE and BEL as you say. >>most of the street thinks we have already lost BEL and GTE, Does the street think Gte is lost? I only recited WSTL's comment that they had informed the street of that fact, but I have not seen any press on the subject matter. As for BEL, well new bids are probably a necessary evil on the overall deployment, but WSTL is in good shape here. >> the whisper layoffs (is piper is correct) Straight from the horse's mouth, "we had a few in engineering and that is it. There will be NO more layoffs. Should you believe us this time? I understand if you don't, I am not going to stand up here and bullshit you, lie to you, but I will say this -- We must gain your respect, we must earn it." And he has... >> a good indication of a buyout. There have been no solicitations as of 3/13 and there is no desire to be shopped around. " The worst thing you can do as a high-tech company is try and shop yourself around--everyone knows you are in trouble then." But, of course, you must remember the fiduciary duty. Don't buy this baby for a buyout, buy it for BA and BT and the brickwall.

To: Trey McAtee who wrote (9786)	3/18/1998 11:27:00 AM
From: cirrus	Read Replies (2) \| Respond to of 21342

Is WSTL still the consensus #1 in xDSL? A few years ago I went long WSTL because I believed WSTL was the leader in xDSL technology. The stock price action since then and the appearance of so many others in the xDSL market, as well as the lack of revenue and profits, makes me wonder just where WSTL stands now in relation to others in the industry. Is WSTL still the "stock to own" if you want to be in xDSL? TI took Amati, CSCO took Netspeed, but WSTL has what "could be" good relationships with Lucent, TI and others. The landscape has changed and I'm curious how other long term WSTL investors now see the overall picture. No analysts, please. <gr>