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

To: srvhap who wrote (10842)	5/16/1998 12:23:00 AM
From: Kevin Thompson	Read Replies (3) \| Respond to of 21342

srvhap: Sorry- I'm very optimistic over the coming three months. :) Like Neal says, I just don't feel like re-typing all the goodies right here- look over the last 100 or so posts. BEL will be the biggest deployment IN THE WORLD. I believe we have it in the bag. The LU switches are going to be humongous. Etc, etc. I think ORCTF is fully valued, and WSTL is the stock to own. WSTL has been slow to impress, granted. We're losing a few on this board to the ORCTF thread, and now hal is looking at ATHM's cable modems, God bless him. But WSTL is the place to be if you're looking for capital appreciation in the coming months. (By the way, there won't be that "stock overhang" you refer to unless WSTL needs to ramp up for delivering the BEL contract- so it's a net positive event.) Good luck and best wishes for a high-bandwidth year, Kevin

To: srvhap who wrote (10842)	5/16/1998 6:05:00 PM
From: Trey McAtee	Respond to of 21342

srv-- i think rationally, whether they own stock or not, most on this thread think ORCTF is a good company. the issue is not WHO, but when. you know i am also in ORCTF, and that i love the company. however, the GTE contract really was a bunch of fluff. one of the big reasons i own ORCTF is because of their NorAm relationship with fujitsu. now, WSTLs business plan is typical OEM stuff. personally, i love it since it lowers expenses (no fabs for chips) and they can switch products quickly. as for their current capitalization, this does have me a little worried. though their burn rate has been reduced dramatically, there still exists the possibility that they will need additional capital. IMHO, this is going to be done in a private placement so that the shares dont enter the market all at once. in addition, when the equity is sold it will be viewed as bullish since we know why they are doing it (ramp up production). again, its a matter of R/R. good luck to all, trey