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

To: DR.TECH who wrote (10845)	5/16/1998 9:20:00 AM
From: Eliot Weissberg	Respond to of 21342

Israel as in the home of ORCTF? Makes me kinda say "Hmmmmmmmm?"

To: DR.TECH who wrote (10845)	5/16/1998 10:20:00 AM
From: Michael F. Donadio	Respond to of 21342

DR.TECH you're the greatest thing since Santa Claus. Glad you left the CIA to join the WIA (Westell Intelligence Agency). I prefer you to the New York Times. All the best, Michael

To: DR.TECH who wrote (10845)	5/16/1998 10:53:00 AM
From: hal jordan	Respond to of 21342

Hoochy--mama!! A WSTL/Orctf deal would blow the roof off of a WSTL/AMTX deal any day of the week. Think of the possibilities: A win for both of GTE and BEL. A deal with Fujitsu that buys both entrance to BT and China. (Didn't ORCTF get a deal with China?) Lots of future here. Both need more business badly. Separate, they struggle. Together, they get a lock on two large telcos and great overseas market. Doc, this is very exciting news. I think IF it should happen, the street would applaud a merger. Hal

To: DR.TECH who wrote (10845)	5/16/1998 11:33:00 AM
From: Kevin Thompson	Respond to of 21342

Dr. Tech: Use your substantial contacts at WSTL to convince them to begin negotiations with ORCTF. This won't be the first time a shareholder has brought such a deal to fruition... Kevin

To: DR.TECH who wrote (10845)	5/17/1998 9:11:00 AM
From: Zephod	Read Replies (1) \| Respond to of 21342

>>How would the thread feel about an WSTL-ORCTF deal. I think it would be a mistake. I see lots of duplication and very little synergy here. I think problems associated with trying to merge these corporate cultures and products so close to deployment would be insurmountable, and would put them at least 6 months behind. Westell has access to international markets now through partnerships with Fujitsu and Lucent. GTE ILEC- if the street really believed GTE was going to deploy Orckit/Fujitsu in 300 central offices why does Orckit only have a $280M market cap. DT- definitely would be a plus Bottom line: none of these contracts are or will be exclusive. Westell says their product is price competitive and if that's the case, with the burgeoning market we all anticipate, Westell should have all the business they can handle. With regard to the silicon, I think Westell is better off with TXN, I don't see the advantage of manufacturing your own when someone else can probably do it cheaper and better. My opinion is that Westell is on the right track now with their current partners. Without standard compliant products the DSL market will go nowhere, and the way to interoperability is through the work of the groups like T1, ANSI and the ITU. When Motorola and TXN start producing their DSL chips (maybe this summer) in quantity and their PR machines go to work I think you're going to hear a lot about the need to have standard compliant products, which Westell will have. I say if Orckit has the need to become interoperable, produce a standard compliant DMT product and attend the interoperability workshops. Soapbox free. Dave (sorry Tom I don't buy the argument Nigel Cole is on the standards committee, there are over 100 voting members...that includes members from companies like Paradyne)

To: DR.TECH who wrote (10845)	5/17/1998 2:26:00 PM
From: william allen	Read Replies (1) \| Respond to of 21342

Dr. Tech., Thank you for your insight into WSTL. I am mostly a lurker on this thread but thanks to a squirl, that caused my telephone to go dead, I had an opportunity to have a lengthly conversation with a senior repair technican today. He advised that Ameritech will have their rollout for the Chicagoland area in Dec '98. They are currently installing DSC switches and he confirmed a strong relationship with WSTL still exists. He said tests or small scale projects are currently running with DSC/WSTL equipment with no major problems. Again, thank you for keeping us informed and positive during this buildup phase. Rgds, Bill