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

To: kenneth kountz who wrote (10529)5/5/1998 2:21:00 PM
From: Frank Ferrari  Read Replies (1) | Respond to of 21342
 
It sounds to me like WSTL and LU are still together, but WSTL is only one part of LU's larger plan. I guess time will tell. One thing is for sure the days of a spike in price on a product announcement are a thing of the past. The market wants deployment and these dogs are not going to move until that starts to become a reality. The telcos are painfully slow and the street knows not to jump in until real deployments happen. About a year ago I thought the chances of cable companies beating the telcos was minimal, but now seeing how much more aggressive they are makes me reconsider. They will have a sizable portion of the high speed market in North America in my opinion.

frank



To: kenneth kountz who wrote (10529)5/5/1998 3:47:00 PM
From: hal jordan  Read Replies (3) | Respond to of 21342
 
Ken,

I echo Frank's post and completely agree with him. I think our only hope of seeing WSTL move up is a realization of the BA deployment. Until then, nothing gives. This has been even more driven in to me by the fact that this is the first InterOp I have seen in the last two years where WSTLs stock price has not spiked up.

Hal


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