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

To: bill c. who wrote (11294)	6/4/1998 10:03:00 PM
From: Neal Hopper	Respond to of 21342

hey bill c. Something here that doesn't make sense. According to Telechoice, BEL is looking to migrate to DMT late 1998. yesterday's annoucement slated for roll out in sept.. How much later can you get in 1998??? It seems that the DMT plans should be in play now???

To: bill c. who wrote (11294)	6/4/1998 11:18:00 PM
From: hal jordan	Respond to of 21342

Bill: I fully agree with your assessment. Have not had a lot of time to log on today, however the ALA news is BAD! I'm waiting to see if any good news comes out at Supercomm. If not, I plan to unload a substantial portion of my WSTL. This stock is either going to the moon or down the toilet. 50/50 flip. imho, very risky now. Don't know if I want to hang on to see the end result, at least not with all my present position. They need a buyout within the next two years (maybe six months), or they probably will not survive alone. Hal

To: bill c. who wrote (11294)	6/5/1998 2:07:00 AM
From: Johnathan C. Doe	Respond to of 21342

Bill, I am thinking that given the choice between the two, Aware seems to be the wiser choice to Westell at the moment. You just have to figure that both are going to get bought and probably before the end of the year.

To: bill c. who wrote (11294)	6/5/1998 6:58:00 AM
From: bill c.	Read Replies (2) \| Respond to of 21342

[ continued ] After saying all the bads things that have gone wrong with Westell... I'm still holding my Westell shares. The mass deployable solution will include the existing Lucent, DSC and Nortel switches. If the RROC's want a stand-alone solution for round 1, it's going to be an Alcatel, Cisco, Fujitsu, etc solution. LU/Westell will provide an Integrated solution on the 5ESS (100,000-lines), SLC-5/SLC-2000(~20 million lines, not including SLC-96). Westell has lost round 1 "see my previous post" and they are valued correctly at ~$11/share... TAP + conf. srv. I view the integrated solution as the ultimate solution and Lucent/Westell will have that before the end of 1999. Can Westell provide a good price, when they only need to provide line cards?.. ie. no rack, power and BEL installers only need to plug in line cards.... I'm holding... not much downside on this stock... until later.