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

To: Dave Krishna who wrote (12265)	7/23/1998 8:28:00 PM
From: Neal Hopper	Read Replies (2) \| Respond to of 21342

Did anyone happen to write down the comments on the BEL RFP. I know MZ said it was for the DLCs but he said something else also??

To: Dave Krishna who wrote (12265)	7/23/1998 10:53:00 PM
From: Edward Uba	Read Replies (2) \| Respond to of 21342

Well conference call went pretty much as I expected. Westell learned their lesson and does not go out on the limb and project forward looking statements. Very careful on what they say during the call. The way I see it is we have to wait another three months. We should see a significant revenue increase beginning next quarter. Probably won't be in the black till sometime next year. That's ok though. As long as revenues increase substantially that will be a plus. Look at the internet stocks. Very few are in the black. Yet, it seems all of them are high flyers as of late. Analyst looking at revenue streams not so much the bottom line. In the mean time we know for a fact Bell Atlantic will be ramping up their DSL game plan. BT getting very close too deployment.(The following points may boost the share price while we are waiting). Lets hope for WSTL too steal back some of the business they lost too Alcatel as well as Orkit. Maybe some analyst upgrades. Did you notice on the CC very few if any talked about this past quarters numbers. During the question and answer period they all seemed focused on either partnerships, alliances, gearing up for Bell Atlantics deployment, future contract possibilities. They have too know for a fact. That revenues will most definitely increase. The most important thing that has too happen is deployment news from anybody. Once Wall Street catches wind that DSL is for real,is deploying. They will then sort out who will be the real players in this sector. My feeling is we have a very good chance of becoming the next high flying sector. What we need is too get all the DSL players out of disfavor with the street. Delays have crippled everyone in this sector. We need a lot of press and a lot of hype that the bandwith war between DSL and cable is for real. Belive me. I have been very distraught the past 6 months concerning WSTL's stock price. However, I now feel we are getting very close in firing back at the cable companies. Just look at all the hype they have been getting. Well this is just my opinion. I hope I am right .Let the bandwith war begin! Eddie Uba