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

To: Kevin Thompson who wrote (11333)	6/6/1998 10:15:00 AM
From: Frank Ferrari	Read Replies (1) \| Respond to of 21342

Kev, Look for Nortel to do a deal with Netscape at Supercomm. Talks have been ongoing and an alliance between BCE (Nortel's 51% owner) and Netscape happened about 3 months ago. I would not be surprised to see them buy Bay as well. It is my belief that they are trying to make a definitive move on the data side prior to Lucent being allowed to move forward with Pooling of Interests. BAY/Netscape/Nortel will be quite formidable if this gets done. I think BAY is a better match than ascend, and bay is now implementing some of Netscape's technology at Ford. Unfortunately, I do not think that this press release has anything to do with WESTELL. However, I think we will get some clarification on WSTL's future at Supercomm. Any thoughts. Frank PS. I sold a pile of my WSTL and bought a large position in out of the money BAY calls.