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

To: Vladimir Zelener who wrote (9924)	3/29/1998 9:34:00 AM
From: 4-UR-Eyes-Only	Read Replies (1) \| Respond to of 21342

A very good article in the most recent BusinessWeek: businessweek.com xDSL/cable modems are still on graphic. businessweek.com

To: Vladimir Zelener who wrote (9924)	3/30/1998 12:27:00 AM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

vladimir-- a lot of people are going to buy what the telco is using, and in BEL and GTE regions, that is WSTL.remember that you need two modems on each end. besides, what rockwell got from PAIR is falcon, a solution that few seem to want. as for the ORCTF v.WSTL valuation, we are not talking about a business analysis, we are talking about valuation of a security. and WSTL does trade at a discount to ORCTF. dont get me wrong, i like ORCTF, and am very happy with it. that does not change the fact the WSTL is still undervalued relative ORCTF on a fundamental basis. i hope i am right too about GTE and BEL. if i am not, then i will have to become very accustomed to the low teens<G>. good luck to all, trey