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


To: airedale who wrote (12239)7/22/1998 7:07:00 PM
From: Dug  Read Replies (3) | Respond to of 21342
 
Airdale,

<this will be an add on capability according to my limited tech know how and from what a lucent higher up told me today.>

Good work & thanks

<would sbc order 2.4 billion in switches that can handle adsl and then try some other possibly less efficient and/or more expensive method of offering adsl?>

Highly unlikely but the question is will they use WSTL's add on. The Anymedia platform is very versatile. Lu has a dslam thats not supposed to compete w/ WStl's but the info on this is so vague that it takes a Philadelphia lawyer to figure even a small part of all this. The street is confused & w/ good reason. Trey is right in that the silence from Wstl is deafening. A needed change but hard to handle for individual investors. Even comments from Jerald Butters doesn't help the confusion here. I have no doubt that Wstl is working with the MM's. We need clarification tomorrow or she's headed even farther south......

Dug

P.S.
Trey, I humbly disagree on this one.

<trying to attach importance to his sales is as ineffective and counterintuitive as trying to attach importance to his lack of sales.>



To: airedale who wrote (12239)7/22/1998 9:33:00 PM
From: Charlie Smith  Read Replies (1) | Respond to of 21342
 
airedale:

On their conference call this morning, LU talked up the flexibility/upgradability of the 5ESS and mentioned specifically the desire on the part of SBC to offer DSL with the product. Here's hoping WSTL is along for the ride.

Charlie