Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Skiawal who wrote (11512)	6/12/1998 11:45:00 AM
From: thomas odonoghue	Respond to of 21342

I'd like to thank my broker for getting me in this loser!

To: Skiawal who wrote (11512)	6/12/1998 11:48:00 AM
From: Chemsync	Read Replies (1) \| Respond to of 21342

I added at 8 13/16. Westell negativity has become attractive. I also find some solace from Zacks. I will not be buying at the top!! Brokerage Firm Date of Last Recommendation/ Recommendation LOWENBAUM & CO 05/29/98 STRONG BUY MONTGOMERY 05/28/98 BUY SECURITIES Major Broker 05/18/98 BUY SOUNDVIEW FINANCIAL GROUP 03/06/98 BUY COWEN & COMPANY 02/27/98 NEUTRAL DAIN RAUSCHER WESSELS 01/30/98 N/A

To: Skiawal who wrote (11512)	6/12/1998 5:13:00 PM
From: Maverick	Respond to of 21342

CS acquires 2 DSL cos: FlowPoint, Ariel. WSTL may be next. Cabletron Acquisitions Are Steps To Recovery (06/11/98; 6:41 p.m. ET) By Gabrielle Jonas, TechInvestor Cabletron's plans to buy the rest of FlowPoint and the Ariel Communications Systems Group will not end its slump, but together with other steps, it may help the ailing networking company get back on its feet. In an attempt to gain a strong position in the digital subscriber line (DSL) market, Cabletron Systems said Thursday it will buy the 65 percent of FlowPoint it does not already own for $25 million in cash or stock, and Ariel's Communications Systems Group for $33.5 million in cash. Investors were not terribly impressed with the move, however. Shares of Cabletron [CS] closed down 11/16 to 12 5/16 Thursday, losing more than 5 percent of its value. The acquisitions give Cabletron (company profile) remote access capabilities it did not have, which the company said are "critical" to its portfolio, including a high-density DSL central-office concentrator from Ariel, and subscriber-side equipment from FlowPoint. Paul Johnson, an analyst with Robertson Stephens, likes the acquisitions, but said they will not have an immediate impact on Cabletron's bottom line. "It's a very smart thing for them to do," Johnson said, "but it's too small to matter, at least on a near-term basis. What they're doing will be done through lots of small steps, which will add up to big impact." ohnson is not altering his expectations for the next quarter, which are in line with consensus estimates of 6 cents a share. In late March, Cabletron laid off 180 employees, one day after reporting a bleak fourth quarter. But the DSL market is a growing one -- International Data has predicted it will increase from $95 million in 1998 to $1.6 billion by 2001. Demand for bandwidth is increasing with escalating use of Internet-powered applications.

To: Skiawal who wrote (11512)	6/12/1998 5:15:00 PM
From: Maverick	Respond to of 21342

CS snaps up 2 DSL cos, part II Using the existing telephone infrastructure, xDSL can support the demand for more bandwidth, allowing the offloading of data from the public switched telephone network. xDSL's advantage to networking companies is that it does not require significant network upgrades. FlowPoint, headquartered in Los Gatos, Calif., makes DSL equipment for the subscriber end, as well as ISDN network access products. Ariel makes end-to-end asymmetrical DSL/ATM systems. Ariel's Horizon II product is a carrier-class xDSL Access Multiplexer designed to reduce network congestion.