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

To: PAR who wrote (12129)	7/16/1998 11:49:00 AM
From: Vladimir Zelener	Respond to of 21342

PAR, <<is it my imagination but doesn't it seems like there are a lot of new posters all talking about a buyout? >> It was started by DR, who IMO has a very rosy picture about WSTL and its place in the broad band com. The others, I would like to think, are buttom fishers, though their intimate knowledge of the company might imply otherwise. I am not trying to deny that WSTL is currently a very lucrative target for a buyout in $15 to $20 range for chipies like LU or CS or CSCO or whoever. It might even fetch more if there is a small bidding war between LU and ALA for instance. After all I bought $17.5 January calls on DIGI when it was down to $16 (from $32) and just before ALA steped in and offered around $35. So lets hope even better offer might come along for WSTL. But I also can not disregard the danger of the current ADSL business. The ATT merger with TCI and yerstaday Time Warner's talk about leasing their cable lines to ATT or other LD carriers might provoke Baby Bells to postpone the ADSL deployments and instead to invest in cable companies on its own. This way they will keep their monopoly on local telephone voice business, seize the alternative wire to the home and offer the cable data access to consumers as well. And in regard to the high speed lines for businesses they might continue to offer thru proxies like PAIR and ADTN the existing and well established flavor of xDSL, namely HDSL as well as T1, since the prices for ISDN are dropping.