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

To: Neal Hopper who wrote (12266)	7/23/1998 9:59:00 PM
From: Chemsync	Read Replies (2) \| Respond to of 21342

CC Impressions. The most important comment I heard was that the FCC is "lining up for DSL deployment". Their (FCC) "posture is direct and positive". I also noted: 1. A teleconferencing product contract is signed with a Fortune 500 company who will be doing their own publicity so elaboration now is not possible. Anyone care to guess who. 2. BA-"As scheduled". "Around September" "Got orders & readying for shipping". "ISDN Swap" to be promoted. 3. BT-"As scheduled". "Early 99 in London" 4. BellCanada-Shipping CAP now. At some point BC will switch to DMT Alcatel. They might help ALA. 5. Lucent-1st solutions in late 98 for its "installed base". 6. GTE-CLEC & "other organizations" 7. Westells "long term" chip bet is on Texas I. Short-term--whatever flys. 8. I see there were some big names in the audience. Raymond James, Robertson-Stevens, Paine Webber, and others. 9. A paraphrase: "There's bigger competition out there than ALA. So, working with ALA is not out of the question." I took this to mean that Lucent might eat everybodys lunch. 10. My two cents: If everything on Westelll's "wish list" materializes they'll be rich. But at this stage nothing is concrete.