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

To: Kevin Thompson who wrote (10906)	5/20/1998 2:08:00 PM
From: Harmony	Respond to of 21342

Hi Kevin -- A LITTLE OFF TOPIC: I've been lurking on the thread for a while. I agree that DSL stocks have great potential. But I think the potential will be realized next year (and even the year after that). The build out is only now beginning. Personally, I think one of the least expensive ways to get into enhanced DSL technology is through AMUT (American Multiplexer). At the moment they are a Bulletin Board company, but I hope that changes soon. (Yes, I bought a bunch of shares and still hold them -- although I don't look for a fast move upward in value.) The shares are about $1.50 each, but have been as high as $7 after the company went public. At the risk of too long a post, I've posted below what their PR says. Harmonie ===================================== American Multiplexer Corporation (AMUT is the stock symbol, but the company refers to itself as "AMC") is an emerging company that develops capacity-enhancing telecommunications equipment. Founded in January 1997, AMC was created through the acquisition of Temasek Telephone Company. Temasek had been developing and marketing advanced telecommunications products since 1991. The company's headquarters are located in South San Francisco, California. AMC also operates a wholly owned subsidiary, AMC Malaysia, located in Kuala Lumpur, and AMC (Pte Ltd) in Singapore, which are involved in research and development of advanced telecommunications equipment. Specifically, AMC is targeting developed countries in Europe and the United States, as well as developing countries in Asia, the Pacific Rim, Central and South America, and Africa. The Products AMC produces DigiCopT, a unique adaptive data/voice splitter technology that transforms existing copper telecommunications lines into digital/analog subscriber lines. The company also manufactures the MUX-6 multiplexer, which sends six separate telephone lines from a single pair of twisted copper wire. The Market for DigiCop The appetite for high-speed, data communications bandwidth is constantly increasing. Data traffic is growing rapidly and will continue to expand due to the Internet, Web browsing, digital telephony and the explosive growth of personal computers. Martiz Marketing Research Inc. of St. Louis says that 42 percent of Americans now own computers and 65 percent of those have Internet access. To date, there are more than 700 million phone lines worldwide, most of which will attempt to carry digital data in a network that is primarily analog. The Market for MUX-6 By providing a six-fold increase in existing telecommunications infrastructures, the MUX-6 is a cost-effective, easily implemented alternative to the installation of new telephone lines. This is an ideal solution for developed countries seeking to expand their existing overburdened systems, as well as developing nations in need of quickly building entirely new infrastructures. Customers While AMC is a relative newcomer to the telecommunications industry, its leading multiplexer technology has attracted an impressive list of domestic and international customers. The largest single customer is Shenzhen Zhaohou Industrial Development Company which is owned by the Chinese government. On April 10, 1997, AMC signed a $30 million contract for delivery of MUX-6 multiplexers. The product began shipping to China in February 1998. AMC believes that China also provides a substantial market opportunity for its DigiCopT product. The following is a partial list of current customers for AMC's MUX-6: Domestic Customers Alltel Pennsylvania, Inc. Canton, PA Armstrong Tel Co. Harrisville, WVA Boca Valley Telephone Des Moines, NM Consolidated Telephone Dickinson, MD Detroit Edison Detroit, MI Falcon Communications Molden, MO Frontier Communications Canton, PA Mar-Cue Telephone Ramer, AL W. Tennessee Tel Co Bradford, TN International Customers Eastern Telecom Manila, Philippines Panabiz Lagos, Nigeria Shenzhen Zhoahou Industrial Development Co. People's Republic of China Sisex Equador State Oil Surinam Surinam, South America Telesur Surinam Surinam, South America

To: Kevin Thompson who wrote (10906)	5/20/1998 2:37:00 PM
From: kenneth kountz	Read Replies (2) \| Respond to of 21342

Kevin: I enjoy lurking on this thread, and your never ceasing optimistic prognostications on WSTL stock price movement. One of these days, you're going to be correct, and all your past mistakes will be forgiven. Just kidding. If only the "market" would smoke out of the same pack as you are, we wouldn't be experiencing today's admittedly muted response to SoBell's deployment announcement. I also thought WSTL would have risen today, if only because they are in the same game as the suppliers to SoBell. My fear is that WSTL at 11 today, will tank further on the "news" when BEL announces their deployment. You know, the old "sell on the news" saying. Here's hoping your optimism is catching, this waiting is getting to be old.