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

To: Robert L. Ray who wrote (10631)	5/8/1998 8:43:00 PM
From: srvhap	Read Replies (3) \| Respond to of 21342

Hi Robert, you say " I feel. WSTL I feel has the best risk/reward ratio of the group." over AWRE,PAIR ORCTF. What do you base this on. Why is the technology better than Orckits (of course I am going to use orckit as an example because that is the company I believe in) or the others, what do you see in WSTL's bal sheet that makes you comfortable? (Orckit still has 20+MM cash). Is WSTL cheap ? Orckit has contacts and cash plus 14MM shares vs WSTL at 36MM shares. Orckit has insider ownership around 65 percent (they believe in their comp) what is the insider ownership in WSTL. Orckit has there own silicon and strong partners. WSTL puts the pieces together and is at the mercy of the big guys. I don't mean to jump on you, but I am interested in why you think WSTL is a good investment here.