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


To: Zephod who wrote (11108)6/1/1998 6:29:00 PM
From: bill c.  Respond to of 21342
 
Dave: SuperComm starts next Monday. I really don't have a comment on the analysts, except that most were under the impression Westell would get some of the GTE-ILEC, BC"DSLAM" and JPC deals. Westell has to show the analysts they can win against Alcatel, CSCO, Fujitsu/Orctf, etc.

Orctf was in the $15-$16 range before the GTE-ILEC release. It hit ~$24 when GTE-ILEC announced a Fujitsu/Orctf win. Dr. Tech did mention that ALL the Telco's would issue RFPs when the chips where ready. MZ indicated that BEL would go towards DMT in 1999... I haven't seen a DSC/Westell DMT agreement yet... until later.