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

To: Trey McAtee who wrote (10171)	4/13/1998 6:10:00 PM
From: hal jordan	Read Replies (1) \| Respond to of 21342

Trey-- At this point in time, I wonder if Orckit is not the better investment than WSTL. GTE is ramping up to start in June. ORCTF is about $21 a share. What would 300 COs mean to Orckit's price by January? I'm too lazy to go back and re-read the PR, but if they pass 6 million subscribers with 300 COs (I think they said that), assuming a take rate of 1%--that = 60,000 ATUR&C units sold by January '99. Do you know what the current market cap of WSTL is versus the market cap of ORCTF? I don't advocate abandoning WSTL, but lets face it, BEL said 67 COs in 1998. Huge difference. And BEL won't be starting deployment in June either. Maybe invest in ORCTF, get a runup, then plow profits into WSTL? Hal