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: srvhap who wrote (10063)	4/5/1998 11:52:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

sr-- oh, i was only commenting on what would happen to WSTL. it is really suprising to me since my friends had info on this way before i did. someone leaked this GTE/ORCTF contract to them in december or january. ORCTF? until we get all the details, i am looking for upside to aroynd 21, possible up to 23. with the details, and if they are good, i would say your estimate of 25 is probably on the money. however, the damage to WSTL probably will not be too severe. as i said, many have been expecting this, which is most fo the reason the stock has lagged. however, i think the concentration of resources is going to the CLEC division of GTE. they want to hedge their bets based on what the FCC might do. if the FCC is really stupid, GTE could run their CLEC in their ILEC region at a significant savings and not have to share resources. the FCC may play its hand so well against the ILECs that they all start CLEC and just maneuver around any FCC mandates. bottom line, the ILECs are tired of waiting and are going to move. good luck to all, trey