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


To: Harold S. who wrote (10263)4/20/1998 12:48:00 AM
From: cruncher  Read Replies (1) | Respond to of 21342
 
Ameritech Offers DSL to Royal Oak ÿ

telechoice.com



To: Harold S. who wrote (10263)4/20/1998 9:43:00 AM
From: Paul Haynes  Read Replies (2) | Respond to of 21342
 
Harold,

I have to agree with you regarding your outlook on WSTL. I went long on the stock last week just for the reason you stated. I know the current fundamentals are disappointing and the technical outlook appears unexciting. However, I like how WSTL seems to hold in this 11 - 13 range despite lots of money moving to the glamor internet and large capitalization stocks. The report last week that internet access and usage is doubling every 100 days is favorable news for companies involved in ADSL. I don't know a lot about the technology other than that it will significantly improve data transfer by overcoming the modulate/demodulate limits of current analog/digital interface technology. (Someone correct me if I'm wrong.)

Why did I pick WSTL? The Lucent relationship is the key reason. I also considered Aware after it had run up to above 14 recently but it has not held its gain so I went with WSTL. If people sincerely believe that companies involved in internet information/games, commerce and transactions will be strong growth-orented businesses for years to come, then why should they not eventually (hopefully soon) believe that the data transfer capability through ADSL will not be the same - especially with all of these major companies (like Lucent) working to develop standards.

Have a great day,
Paul



To: Harold S. who wrote (10263)4/20/1998 12:03:00 PM
From: Vladimir Zelener  Read Replies (1) | Respond to of 21342
 
Harold,

<< No one is going to convince me that Lucent has teamed up with a loser. >>

Just a reminder ATT had business partnerships with Computer (??) Magic (or something like that) and with Lotus, both of whom were left on their own, when ATT felt that those businesses are no go. Stocks of both cos went quite a bit down before IBM picked up Lotus and Microsoft picked up Computer Magic.