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


To: Skiawal who wrote (11066)5/28/1998 10:41:00 AM
From: Skiawal  Read Replies (1) | Respond to of 21342
 
Analyst comments at 10:17 a.m., anybody know what was said? Obviously they were positive.

Does anyone think short covering has begun? There is an awful lot of shorts to be covered (2 mil+). I know if I was short I would be covering at these prices, since I think the shorts got a gift anyway at these low prices! Already up 11% of the low of $9.



To: Skiawal who wrote (11066)5/28/1998 12:30:00 PM
From: Outsider  Read Replies (1) | Respond to of 21342
 
Skiawal,

I hate to say this, but how could WSTL lose the BT contract if BT is the one who tell its integrators (ALA and FTEL) whose equipment is going to be used. That runup that you refer to was only based on the JPC. Due to losing the JPC is when the stock tanked. This was due to the ASSUMPTION that all RBOCs and PTTs wanted DMT.

Now as far as customers coming back, sure that's because CAP is here and now. Can be deployed now. DMT will have the same stages of trialling that CAP went through - unfortunately.

ALA is another story - and from what I understand, that's all that it is, a story. Promises promises promises. Show me the deployment and that they are shipping from mass production.



To: Skiawal who wrote (11066)5/28/1998 4:03:00 PM
From: Trey McAtee  Respond to of 21342
 
skiawal--

customers coming back...like no one saw that coming.

i think you place to much emphasis on the fujitsu combo with BT. i dont think fujitsu had a choice in the matter.

good luck to all,
trey