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

To: DR.TECH who wrote (12241)	7/22/1998 9:35:00 PM
From: DR.TECH	Read Replies (2) \| Respond to of 21342

WSTL QTR should be fine....There has not been one inteligent first call note on WSTL since march...This companys stock has been battling small cap bordem and cable company hype....WSTL is getting ready to start manf. in large #s for BA & BT for CAP based products...The mgt is very upbeat...They have revenue stream for CAP till DMT chips are ready....Way back when the street bashed WSTL for being CAP, because DMT was the ticket...NOW DMT is late once more and BEL & BT are looking very smart by going WSTL ...BEL knows WSTL can deliver and ALA is a ????..The best way to assure BEL DMT is to do a great job delivering for BEL CAP.....CAP for BEL looks good till at least 3rd quarter 99 probably begining 2000....BT is ahead of schedule and remember this includes DSLAMs...LU continues to place it footprint accross the TELCO infrastructure this can only up WSTL REAL value....If BEL & BT can sell ADSL with a 10% take rate over the next year that will generate approx 200 million in WSTL revenues.....Remember pricing and delivering are seperate issues WSTL bid a fair price to deliver for JPC and lost to a below market price of promises.....As each month passes and cable advances over DMT deployments JPC reconsiders their mistakes....Thing you might not hear on CC....ALA looking for help....ADI dmt chip deal...LU 5000 unit order for upgrade kit using ADI chip...US WEST interest in DLC...WSTL aggresive RFP for Sprint ION....WSTL looking for pricing for 1 million power supplies for CAP modems.....Of yes, the bronze coin family interest in company SALE , but for a FAIR price...Things to hope for....ANAYST TO WAKE UP THIS IS THE ONLY ADSL COMPANY THAT WILL HAVE SUBSTANCIAL Revenue till 2000....Good luck to all if LU is an internet infra play so is WSTL....

To: DR.TECH who wrote (12241)	7/22/1998 11:33:00 PM
From: Dug	Read Replies (1) \| Respond to of 21342

Dr Tech, hey, we will take em any way we can get em. We ain't proud! I had no idea Lu spoke of what Charlie mentioned. Good work men!! Thanks, Dug P.S. Trey, lol, I have no idea what Mr. Seamans involvement w/ the co is now & you know I don't agree w/ some of the arrangements Wstl made w/ him but he did have a long involvement w/ them & at least some credit is applicable here. Wstl has a rich history in adsl & Im sure Gary did his best as those who rode the multiple waves of ups & downs during his span @ Wstl probably didn't do so bad themselves. Heres hoping the story is still alive for the longs here as Im upbeat about what could happen.