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To: Johnathan C. Doe who wrote (4224)9/17/1998 9:36:00 PM
From: Norman Klein  Read Replies (4) | Respond to of 9236
 
Wouldn't Pair be a better play than WSTL?

Westell is in the odd position that it's stock price is too low. It isn't marginable. The same amount of money can buy the same number of shares of Pair as Westell. Also I think that Pair is the much better value. I am not an expert in Westell, but IMHO their product line consists of too much CAP technology. I know that they have a strong DSLAM product and lots of strong telco relationships.

But I just don't think that Westell as a buy is nearly attractive as Pairgain.



To: Johnathan C. Doe who wrote (4224)9/17/1998 11:03:00 PM
From: Scrapps  Respond to of 9236
 
Exponential Increase in Worldwide Fiber Optic Capacity is Matched by the Exponential Expansion in Internet Applications and Users, NationsBanc Montgomery Securities Analyst Tells Investors

biz.yahoo.com



To: Johnathan C. Doe who wrote (4224)9/18/1998 6:24:00 AM
From: bill c.  Respond to of 9236
 
Johnathan,

My view differs slightly in that ASND and CSCO are both teaming with ALA because they lack voice networking talent and ALA lacks data networking talent. Both NT and Lucent told CSCO to find a different partner and it was ALA. Rumor has it ASND will be purchased by a larger telco. ASND won an ATM contract with BEL where Lucent is the integrator. The NGDLC and DSLAM contracts haven't been announced yet.... until later.