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

To: bill c. who wrote (11286)	6/4/1998 7:28:00 PM
From: Dug	Respond to of 21342

Bill, I went to Ala's web site & gave it a good going over for the first time this last week & Ill have to say its pretty impressive in itself. We could have had that one @ $15 not too long ago. Its kinda funny looking back on things & how Amati had to help them. So far as I know they still have a buffering problem & it makes one think that maybe TI isn't being so generous w/ all that help. Id guess Ala will figure that problem out. To date Ala & Wstl have done fairly well together & the 5ess is in the making of being obsolete so Ive got my concerns. Have a good evening, Dug

To: bill c. who wrote (11286)	6/4/1998 8:18:00 PM
From: Chemsync	Read Replies (1) \| Respond to of 21342

<<Once TI provides their DMT silicon solution, Westell will turn the tide on Alcatel....>> This raises a question Bill. Late last year, shortly before Amati was bought out by Texas Instruments, Amati and Alcatel announced a cross licensing agreement to share patented intellectual property (DMT) for standards based ADSL and VDSL. I assume TI acquired this agreement along with Amati. Has Westell postioned itself to rely on silicon being co-developed by its arch opponent (ALA)? Alcatel has made some very savvy deals in its brief ADSL history. Lucent too will be shipping samples of it Wild Wire in the 3rd quarter of 98. These chips, which are G.Lite upgradeable, come with an application pack that service providers deploy in a 5ESS or DLC. When back in June of 1996 Lucent sold its Paradyne ADSL arm for just $175m, John Berndt, president of multimedia ventures and technologies for Lucent Technologies explained: "Lucent can gain the advantage of Paradyne's technologies without owning and operating the business. We will still access its products as a customer." This appears to be what they're doing with DMT development too. It now looks as though Lucent never wanted CAP. Back then it was generally conceded that CAP had a 12-18 month start on DMT. Now, as major deloyment begins in late '98 the two are almost even and the big gorillas, Lucent and Alcatel are pure DMT in house. Hopefully, WSTL's CO equipment will find acceptance. BA's initial CAP deployment smacks largely of face saving. They're certainly the exception. Hoping for the best, sg

To: bill c. who wrote (11286)	6/4/1998 8:25:00 PM
From: Trey McAtee	Read Replies (2) \| Respond to of 21342

bill-- i have spent the last several hours looking at possible partners. it looks like LU is the most likely. the ability to provide a complete DSL solution (cap or DMT, g.lite or full rate) would be great. but the best part is the intimate knowledge of a competitors product. if that were to happen, i think BEL would shift focus from DSC to LU. and ALA could forget about getting all the JPC. of course when you factor in the value of a captive market for LUs products, chips, the deal makes a lot of sense. NO ONE is going to get the entire contract. WSTL is way undervalued because ALA is never going to win outright. wall st. needs to wake up and understand it. as a side note...it would have been nice for the company to have a CC of its own and let everyone know whats happening and generally talk up the BEL deal. good luck to all, trey