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

To: Johnathan C. Doe who wrote (12190)	7/20/1998 10:05:00 AM
From: Kevin Thompson	Read Replies (1) \| Respond to of 21342

Johnathon: At some point the risk/reward really starts to suck. If WSTL's projected future as an independent company is bankruptcy, and the company can't be bought-out due to Class-B shares, unless an investor really enjoys risk, this would be a terrible investment. If the Board of Directors had ever even hinted that they "have retained Goldman Sacks to increase shareholder value", or had entertained an offer in the recent past, perhaps things would be different. However, when the only thing WSTL management says in a recent article is that there are no offers being considered, I am surprised that others still own this stock besides me. YES: I hate this stock. The only thing I hear when I listen to this stock is a huge whooshing sound- that's the sound of more of my money being flushed down the proverbial toilet. Contrarians: buy now. Kev

To: Johnathan C. Doe who wrote (12190)	7/20/1998 10:17:00 AM
From: Chemsync	Read Replies (2) \| Respond to of 21342

Alcatel's American partner Hayes up 62% early today. Heard any news? Hard for me to believe American manufactures will surender digital copper to the foreigners without a fight. Are Fujitsu, Seimans, and Alcatel our new data providers? Would be really shameful. Hopefully the Bells are lobbying the FCC overtime. Naturally, my eyes are on Aug. 6. We're either near the bottom or near the end! Later. sg

To: Johnathan C. Doe who wrote (12190)	7/20/1998 3:36:00 PM
From: Trey McAtee	Respond to of 21342

johnathan-- leave it to the washington post for cutting edge insight<G>. good luck to all, trey

To: Johnathan C. Doe who wrote (12190)	7/20/1998 4:01:00 PM
From: bill c.	Read Replies (4) \| Respond to of 21342

Johnathan, I don't see the LU/ADI/TI/COMS/WSTL team allowing Alcatel, Fujitsu and Siemens to win every contract. Westell requires TI to get their silicon in order "power/size". This will enable Westell to engineer single slotted line cards for the existing Lucent 5ESS, SLC-5/2000 products. Fujitsu and Siemens can't provide an overlay solution, since they don't have equipment installed to overlay. Alcatel felt they needed to spend 4.4billion for an existing switching platform to compete against Lucent and Nortel. An overlay solution will enable Westell to compete on price. The TI solution will enable software downloads for ADSL heavy/lite, with a migration path towards VDSL. I'm quietly holding my Westell shares.. until later. PS. Thanks for the link!