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

To: DR.TECH who wrote (11526)	6/12/1998 8:36:00 PM
From: hal jordan	Read Replies (2) \| Respond to of 21342

Dr.Tech--lets discuss those #'s. >BEL has said they will have approx. 7 million lines avaiable Y/E 1999. WSTL will receive approx. $275 dollars per CPE line. Of course, 7 million is the available lines. However,I think you must consider that this is the most populated area in the USA and BEL ISDN REWARDS will have huge response since BEL will be give ISDN customers free CPE to switch to ADSL service. Does anybody know how many ISDN lines BEL has service for.< OK, 7 million is a lot of available lines. Now you have to figure out the take rate. The figures I have heard for cable modem take rates are 1% in areas with cable modems. Lets not forget cable modem rates are far cheaper than ADSL rates (about $40 vs ~$70). So where both overlap, the telco loses. If we figure 1% take rate on 7 million lines, that is 70,000. 70,000 x $275 = $19,250,000. Not worth anywhere near WSTLs current market cap. However, we must adjust the take rate higher for businesses that use ISDN. BEL has approximately 400,000 ISDN lines deployed. However, many of those lines cannot get ADSL because they are over loop distance limitations. Furthermore, many of those lines are Centrex ISDN lines, where the business will not switch to ADSL and POTS service. So to be conservative, I will say 20,000 ISDN customers switch. 20,000 x $275 = $5,500,000. Add that to $19,250,000 and that = $24,750,000. I know I am using very imprecise calculations with respect to take rates, but lets face it. What consumer is going to pay ~70 for a high speed Internet line. Just ask your neighbors if they would pay that much to get a sense of what I am talking about. Pretty poor numbers my friend. Our best bet is a buyout... Hal

To: DR.TECH who wrote (11526)	6/13/1998 11:29:00 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 21342

DR.: <<Does anybody know why LU is precluded from buying or investing in WSTL till SEPT?>> They aren't. They can buy anybody they want as long as they use purchase accounting, transactions which are usually done for cash. They are prohibited from doing a pooling transaction (usually done with stock) until this fall because of their spin off from AT&T two years ago. WSTL is small enough that a cash purchase is doable. RE ALA/DSC deal, still no evidence that ALA isn't ready to crush WSTL on price/availablity for DMT product in 1999. Charlie

To: DR.TECH who wrote (11526)	6/15/1998 9:22:00 AM
From: Eric Goethals	Read Replies (2) \| Respond to of 21342

Hey Dr Tech, Your buddies at telechoice are in the news: TeleChoice and Cisco Announce Comprehensive DSL Business Case Template Enables Service Providers to Assess Viability for DSL-Based Services SAN JOSE, Calif.--(BUSINESS WIRE)--June 15, 1998-- TeleChoice, Inc. and Cisco Systems, Inc. today announced availability of an example business case and comprehensive documentation that will aid service providers in constructing a high-level business case for DSL-based services. biz.yahoo.com

To: DR.TECH who wrote (11526)	6/21/1998 10:45:00 PM
From: Skiawal	Read Replies (1) \| Respond to of 21342

Dr...ANy comments on this post Copied from Yahoo ??? Especially ICG and BEL??? < <- Previous Next -> Message 1298 of 1300Reply motorolastuffwestellinsiderswonttellyu Jun 20 1998 9:28PM EDTwestell shareholders would probably like to know why a motorola buyout of this company did not materialize? did an arrogant attitude by dealmakers of this company blow the contract with gte ilec or was it a matter of price? is bell atlantic going to leave westell to dry when the conversion to dmt happens or this relationship between the companies for the long-term? do insider sales tell us anything about the long-term position of this company within the industy?did westell lose their contract with icg communications?is westell burning up dollars faster than they are bringing them in? are the pennies concerned with the stock price, if so, what material changes are they calling for? Penny's-please speak up and tell us your concerns, were on the outside looking in! did the jpc contract of years ago signal a red flag for westell shareholders?how does westell plan to survive in a marketplace with companies 20 times bigger? without deep pockets,without a reputable sales and marketing team,how is westell going to land contract,i hope their not banking on their good looks? how can westell deliver quality earnings when s+g+a costs are sky high? we've got questions,where are the answers. The problem with the company and its stock price is the lack of quality information to the public on the prospects for westell. How can anyone make an investment decision on westell without quality information. The problem is information, without information is risk,with risk comes doubt,with doubt comes a lack of buying, and so on and so forth.Westell's job should be to improve the communications link between themselves and the analyst's of this company. Anyone who listened to the conference call knows that the analysts came away with nothing and likewise the investor. > ÿ