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

To: Trey McAtee who wrote (10441)	4/30/1998 7:23:00 AM
From: Allan Van Wagner	Read Replies (1) \| Respond to of 21342

CNBC last night around 7:15 had an analyst going over the latest developments to increase internet speed. Spoke of how cable was first to market but telcos with DSL have much more muscle (ie $) if they really want to push the technology. Aware was the feature ADSL company. Included with the analysis were pros and cons of each technology. Pretty good piece with both Cable Co's and telcos looking like winners in this emerging market.

To: Trey McAtee who wrote (10441)	4/30/1998 8:55:00 AM
From: Zephod	Read Replies (1) \| Respond to of 21342

>>>seems like some jackass from LU micro made comments today at the H&Q shindig about WSTL not having a relationship with LU Trey; This actually happened Tuesday, SteveG reported on the Aware thread and Neal posted some links disputing the statements. If you look at an intraday chart of Westell you'll see the sell-off started at around 2:45, about 15 min after Motorola's presentation ended. I think it had something to do with comments made by TXN and MOT at H&Q about chip availability. I don't think this should be a factor for Westell at this time. FlexCap II uses Globespan's RADSL chipset. Remember what Dr. Tech said about the DSLAM "Westell is the first to market with a CAP/DMT compatible DSLAM..first to market is important in a technology and Westell's DSLAM will help Telcos initially deploy without having to wait for the standards board" If this was the reason for the sell off it's a little like throwing the baby out with the bathwater. Seems to me this might actually benefit Westell, with respect to the other players, as they have the only DSLAM that supports CAP, deployable now, and DMT whenever they get the chips out.