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


To: Zephod who wrote (11824)6/29/1998 12:37:00 PM
From: Ken M  Respond to of 21342
 
InterAccess2 offers greater reach and bandwidth, more interfaces
and lower costs

AURORA, Ill., June 29 /PRNewswire/ -- Westell Technologies, Inc. (NASDAQ:WSTL) today launched its InterAccess2(R) High bit rate Digital Subscriber Line
(HDSL) product, an extension to the existing InterAccess E1 product line. The
fast and easy deployment of HDSL can increase the bandwidth 10 to 20 times
over the local loop compared to conventional modem technologies. InterAccess2
will be addressing a wide range of local loop applications including LAN and
PBX interconnection for business services, cellular base station connection,
ISDN, frame relay and fast Internet services.
InterAccess2 offers a selection of interfaces including 10BaseT, E1, V.35,
X.21 and RS530. InterAccess2 will simultaneously support interfaces for voice
and data connection. This feature, called the MiniMux, will enable the
cost-effective deployment of digital voice and data connection with one unit
at the customer site. Single DSL operation is also an option for fractional
service provisioning to customers.
InterAccesss2 will be available in 2 or 3 pair DSL versions. The 3 pair
DSL product has the capacity to run 3.5Mbps end to end with a mixture of
interfaces. Westell also introduces the SparePair fallback feature, which
will provide built in redundancy for E1 or data point to point connection.
Variable rate DSL technology, which increases operational distances without
the need for repeaters, will be included on all products. Alternatively, line
powered repeaters will be available to triple the operating distances.
Network Element Management options are extensive and highly cost effective
utilizing SNMP and web browser HTML technology.
Manuel Andrade, Westell's Vice President of International Operations,
said, "Westell's commitment to the HDSL business and its customers has given
us the opportunity to develop new features that the marketplace has been
requesting for some time. InterAccess2 will allow operators to deploy a
variety of new services which will increase their revenue from the copper
based plant."
Westell Technologies is a holding company for Westell, Inc., Conference
Plus, Inc. and Westell WorldWide Services, Inc. Westell, Inc. is a leading
world-wide innovator and manufacturer telecommunications access products and
xDSL systems, with corporate headquarters in Aurora, Illinois. Conference
Plus, Inc., is a multi-point telecommunications service bureau specializing in
audio teleconferencing, multi-point video conferencing, broadcast fax, and
multimedia teleconference services. Westell WorldWide Services, Inc. provides
engineering, installation and network management services to leading network
providers as well as turnkey equipment and service solutions to enterprise
customers and service providers. Additional information can be obtained by
visiting Westell's Web site at westell.com.
"Safe Harbor" statement under the Private Securities Litigation Reform Act
of 1995:
Certain statements contained herein, without limitation, could b
considered forward-looking statements. These statements include risks and
uncertainties such as those listed under the "Risk Factors" section contained
in Westell's Form 10-K for the fiscal year that ended March 31, 1997. These
risks include but are not limited to, product demand and market acceptance
risks, the impact of competitive products and technologies, competitive
pricing pressures, product development, commercialization and technological
delays or difficulties, evolving industry standards, the effect of economic
conditions and trade, legal, social and economic risks.
InterAccess and InterAccess2 are registered trademarks of Westell
Technologies, Inc.

SOURCE Westell Technologies, Inc.
-0- 06/29/98
/CONTACT: Mark L. Meudt of Westell Technologies, Inc., 630-375-4125,
mmeudt@westell.com/
/Web site: westell.com



To: Zephod who wrote (11824)6/29/1998 1:47:00 PM
From: Eric Goethals  Read Replies (1) | Respond to of 21342
 
Hi Dave,

I'm starting to think Westell will be acquired. I also think the most likely suitor is Lucent, but I don't think we'll see it till Oct when Lucent can use pooling of assets accounting. If Westell were to be sold for cash the trust would lose a fortune to taxes, I think it would have to be a stock deal.

I think if Westell is to be sold, they are either sold already, or they will not be sold at all.

I see Westell like a contract option. Their time premium is running out. That is, the unique equipment they have devaluates the farther out in time we go. (What does not devaluate is their field experience and that is worth something).

The other day the CEO of PAIR was on CNBC and responded to a possible merger question by saying they would "like to be talking to LU". Now that would be scary for Westell wouldn't it?

Just for the sake of argument, to prove the point, imagine what would happen if Alcatel were to buy Westell, Alcatel would have solutions for the Litespan, Lucents SLC and maybe 5ESS. Can Lucent afford to take that risk?

I think that if Westell were such a strong key player one of the other gorillas different from LU would be making a play for them NOW. But it does not look like that is happening. At this moment it makes me believe that Westell is not the most important player standing on the chess board.

When or if a buyout does happen, somebody will spill the beans at least a few days in advance and the stock volume will start to rise.



To: Zephod who wrote (11824)6/29/1998 4:01:00 PM
From: steve s  Read Replies (1) | Respond to of 21342
 

Dave, I really liked your post, and find it very, very, interesting.

>>>>>>>
>>Right now Ericsson is looking to acquire a few networking companies about the size of Westell

Eric; I'm starting to think Westell will be acquired. I also think the most likely suitor is Lucent, but I don't think we'll see it till Oct when Lucent can use pooling of assets accounting. If Westell were to be sold for cash the trust would lose a fortune to taxes, I think it would have to be a stock deal.

Ericsson & Westell were the other finalists in the bidding for the JPC contract. Think of the implications for Lucent if Ericsson were to buy Westell. I think Lucent might want to buy Westell just to keep Westell's knowledge of the SLC DLC's, 5ESS etc in house. Just for the sake of argument, to prove the point, imagine what would happen if Alcatel were to buy Westell, Alcatel would have solutions for the Litespan, Lucents SLC and maybe 5ESS. Can Lucent afford to take that risk?
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