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

To: kenneth kountz who wrote (10283)	4/21/1998 1:44:00 PM
From: Frank Ferrari	Read Replies (1) \| Respond to of 21342

I am also curious as to why the market seems not to care about what seems to be a big step forward. They mentioned in the announcement that the customers were happy with the trials and early deployements. Does anyone know where it has been installed? Cheers Frank

To: kenneth kountz who wrote (10283)	4/21/1998 2:03:00 PM
From: Trey McAtee	Respond to of 21342

kenneth-- we know it is a big homerun, but the market doesnt. to most investors, this is simply a product announcement. as i have said before, most people on the street dont know potato chips from microchips. what we need are contracts. that will get the stock moving. good luck to all, trey

To: kenneth kountz who wrote (10283)	4/21/1998 9:30:00 PM
From: DR.TECH	Read Replies (3) \| Respond to of 21342

The market is obsessed with the Internet. Yet the internet will be stagnant for sizable comerce until the industry widens the pipe with broadband services(Xdsl,etc). The Xdsl vendors are at the mercy of the chip suppliers and the data equipment distributers will sell product in size when vendors can supply them product.I hope to see both MOT and TI have problem free working chips by May. This gives Westell about to months to produce working standard compliant equipment and at that point you will see BEL confident they can deploy, and you then will witness LU sales force get religion with ADSL. The customer demand is there, however the industry has learned harsh lessions with ISDN and 56k. This is why ADSL standards are so important and WESTELL stockholders will benefit when the market reacts to the equipment build-out for the internet. Content companies will be a flash in the pan until the industry can succesfully broaden the pipe and rid the planet of the WWW(world wide wait).