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

To: hal jordan who wrote (10814)	5/14/1998 10:54:00 PM
From: DR.TECH	Read Replies (4) \| Respond to of 21342

Westell seems very focused on how they feel this company can make the most $$$ in ADSL. The companies' financial model is in a good postison for deployment & ADSL build-out revenues. AS ADSL deploys it looks like this company could get very profitable very fast. I would not rule out a strategic investor in westell. This would give them additional capital to deliver large orders. Thoughts on the CC..READ BETWEEN THE LINES.. LU is expected to be huge...Ftel is really BT...ICG PR should come near future...DSLAM and/or DLC solution can be marketed to customer who have not chosen wstl CPE..ALAA-GTE..WE ARE AT THE TIP OF THE ICEBERG!!!!!This is why relationships with MOT and TXN are so so important. WHen standard compliant chips are ready WSTL will be one of the first vendors that can delivery in SIZE. ALSO, M.Z. was not in ILL or USA.....Probably talking with XXX about a LU type of arrangement abroad....This makes sense....STILL SAY BEL PR this summer with early fall launch(pitt,balt,wash-dc). You can tell WSTL is excited and ready to go. They just can't tell you YET..........