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

To: Karl Brandt who wrote (11226)	6/4/1998 8:49:00 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 21342

Karl: Now we know why WSTL went nowhere on the BEL deployment. IMO, ALA will shut them completely out of the DSC business. WSTL is dead. Kaput. Charlie

To: Karl Brandt who wrote (11226)	6/4/1998 8:56:00 AM
From: Zephod	Respond to of 21342

>>Westell will be relegated to an also-ran in the ADSL marketplace. Karl; I think we'd be hard pressed to put a positive spin on this with regard to the Westells long term prospects with Bell Atlantic. On the other hand I still think Bell will deploying DSC/Westell RADSL for the next year or so and DMT wasn't priced into Westell stock price. These 2 latest merger announcements (Tellabs/Ciena, Alcatel/DSC) along with the Sprint announcement coupled with Cisco's rush of ADSL products I believe validates the magnitude of this market. I think Westells end to end ADSL solution may be more valuable than ever. BA press conference yesterday "If Sprints recently announced plan is to be successful it needs to increase bandwidth to home. ADSL is the most logical solution." I've always thought Westell wouldn't be bought out because the price I felt they would let it go for was more than anyone would pay. I think this Alcatel/DSC deal is about ADSL and I think it makes Westells product line more valuable and increases the likelihood of a Westell purchase. My 2 cents.

To: Karl Brandt who wrote (11226)	6/4/1998 9:03:00 AM
From: bill c.	Read Replies (4) \| Respond to of 21342

Wow!! Here are my 2 cents.... This now gives Alcatel a CO/DLC solution based on CAP. The only RBOC that hasn't selected Alcatel is USWest, but they are looking for a DLC solution. USWest could select an Alcatel/DSC/Westell solution based on CAP. I don't think this will hurt us much in the BEL/USWest regions, but it will hurt us in the JPC DLC solution. Again, I haven't seen a Westell/DSC agreement on the DMT side. BEL will eventually require a DMT solution, "RFP", and I don't see why Alcatel would need Westell. But then again, why did DSC need Westell with the initial CAP deployment? Because BEL wanted Westell. I was curious why DSC/Westell stated this yesterday.... DSC and Westell Technologies to Supply Equipment for Initial* Rollout of Bell Atlantic ADSL Services* I highlighted initial, because all the contracts for ADSL are initial contracts. I was curious, because Westell/DSC wanted to highlight that fact. We now know why they highlighted it. For this next BEL RFP, I'm hoping the LU/Westell team can win. In the JPC contract, Alcatel now has a DLC solution that will compete against the LU/Westell SLC-5 and SLC-2000 solutions. This gives Alcatel 8 million existing lines to upgrade.... until later.

To: Karl Brandt who wrote (11226)	6/4/1998 9:17:00 AM
From: Skiawal	Read Replies (1) \| Respond to of 21342

Karl...just the opposite. Bell Atlantic made DSC and WSTL partner for their purposes only and I believe that for the DMT side in the future (2000), that Bell Atlantic would replace DSC with maybe a LU and keep WSTL. AS for today, Bell Atlantic with DSC/WSTL is DONE and WSTL will make plenty of $$$. ANy other RBOC thats wants to deploy CAP today is either going with WSTL or CSCO...ALA/DSC has no effect. For the future of DMT...it is simple: LU/WSTL vs DSC/ALA vs Cisco/Netspeed! and there is PLENTY to go around! ALL IMHO!!!