To: boogaloo who wrote (11900 ) 7/3/1998 2:36:00 PM From: DR.TECH Read Replies (2) | Respond to
Your recent wstl stock pain served it purpose well......Well after Bel deploy announcement it was a real kick in the gut to see WSTl drop to 9..Remember the bronze coin family has round triped wstl from 65 and from 28...Analyst have disappeared due to inst. that were buried in WSTL twice....This enviroment gave the board the ability to convince the bronze coin family that its time to sell...There has always been interest in WSTL, however the bronze coins hold over 50% of votes which is also a reason inst. have not been involved in WSTL. ANalyst have been predicting mergers in this group and inst. logically looked away because they were buried before and no voting power over the company. However, things could have been different...I think if you talk to any analyst worth a penny..HA..HA..they would tell you that if companies would have known that DMT chips would still not be commer. avaliable at this time that WSTL would have received many more contracts for CAP...If ALA had not low priced and false promised the JPC, WSTL would have that...Things to consider...WSTL is absolutily a DSL company that can deliver on promises to vendors...They are needed by big companies in DSL now...WSTL expertise to large companies makes them valuable...They give a large company access to standard DMT chips, both CAP and DMT DSLAMs. They give them BEL and BT. Remember BEL owes WSTL 30mill from old contract which is great to have when talking about future contracts. Their is no vendor that can say we are alligned with MOT,TXN,LU & DSC. WSTl chances of keeping BEL & BT for DMT are very high with the right merger those added resources would almost make it a shoe in....Tid bits...Initial BEL order probably 30,000 units maybe by the CC....DSC/WSTL-DMT for BEL already submitted and LU/WSTL also submitted....Now for what is real important, 3 potential suitors I think you know my view on 2 on them...I think any volume this coming week will be inst. averaging down on news that the company is in play...OF yes, the WSTL big BOYS were seen in the city so nice they named it twice, this past week....stock goes to 15ish we can get 28 to 30...If you don't think so..review what LU has paid for others and try to determine what they got for it!
