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


To: bill c. who wrote (11273)6/5/1998 4:50:00 AM
From: Eric Goethals  Respond to of 21342
 
Hi Bill,

I'm convinced Alcatel is doing this only to take footholds in the different regions. When DMT is ready the CAP oriented equipment gets retired. The $4.4B buys into the regions and gives them the inside track for future product upgrades.

Westell will have line cards that fit into the existing DSC Litespan unit, LU 5ESS, SLC-5 and SLC-2000 units. The DSC and LU racking will stay. Westell can/will provide the plugs for any of the above solutions. Let me put it this way... does DSC or Alcatel have plugs for the LU 5ESS, SLC-5 or SLC-2000 solutions? Would BEL be interested in one company providing the plugs/line-cards for any of these platforms?

I like what you are pointing out here. Nothing but plusses for Westell. Do you know how easy it would be for OTHER products to work in conjunction with these systems? I am wondering if this benefits Pairgain at the same time? Or any other players?