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


To: Michael F. Donadio who wrote (13513)10/7/1998 11:12:00 PM
From: Trey McAtee  Respond to of 21342
 
mike--

well, you didnt hear dow 15k from me<G>.

good to hear you think the technology will change society. i also think it will be great, but i dont think (at least not anymore) that this company will be the one to deliver the technology.

its just that simple...WSTL doesnt have what it takes, and we have been deluding ourselves the whole time.

i blame managment for not doing a good job. i blame myself for holding the stock.

there is a difference.

good luck to all,
trey




To: Michael F. Donadio who wrote (13513)10/7/1998 11:13:00 PM
From: Steven A. Annese  Respond to of 21342
 
Mike...well said.

Steve



To: Michael F. Donadio who wrote (13513)10/8/1998 1:09:00 AM
From: marc friedman  Respond to of 21342
 
michael
i couldn't agree with you more
and was at the meeting with you
i believe we did meet that day
and i am very sorry that wstl is going this route at this time
they appear to be a very real contender in adsl but at times like this
i can't help but worry
this is a repeat of amati money vs time will they make it?
i guess we will all see

good luck
marc



To: Michael F. Donadio who wrote (13513)10/8/1998 1:09:00 AM
From: Chemsync  Respond to of 21342
 
Mike, I too think WSTL managment has been pretty well behaved of late. While browsing the following link: uawg.org
I noticed they've been on the road selling their cause. I don't know if they've done any good but it appears to be the proper approach. We'll see. Steve

ISPCON Fall '98
When: 9/28 to 10/1
Where: San Jose, CA
What: Trade Show Dedicated to the Internet Service Provider.
Who:
William Rodey, Westell Technologies. "ADSL Overview & Status Report".

COMMERCIALIZING DSL TECHNOLOGIES
When: 9/23 to 9/25
Where: Atlanta
What: Targeting VP to SVP level of personnel.
Who:
Bill Rodey, Vice Chairman of ADSL FORUM will be speaking on "Identifying Services and Markets Driving High-Speed Internet and LAN Access Determining the Right Time".

Brian Henrichs, Vice President of Broadband Systems from the WESTELL TECHNOLOGIES INC. will be speaking on "Implementing Infrastructure Upgrades to Prepare for Commercial ADSL Service Deployment".

MAXIMIZING COPPER
When: 9/28 to 9/30
Where: London
What: Conference on High Speed Internet and Broadband Access
Who:
Mark Peden (UAWG) will be at this conference on 9/30 to talk about the current status of international standards and the implications for large scale deployment of both ADSL lite and full ADSL. The following representatives from the UAWG member companies will also be presenting at this conference:

Mark Zionts, CEO of Westell Technologies will be speaking on "comparing and contrasting xDSL with alternative high speed transmission technologies".

Frank Nelson, DSL product manager from Bell Atlantic will be speaking on "Analyzing Bell Alantic's ADSL offering in the high speed data market".

LOOKING AHEAD..........

COMDEX FALL'98
When: November 16-20
Where: Las Vegas
What: An event for what's new, what's hot and what's next in technology. Information on Internet, enterprise, desktop, and communications technology.
Who:
Craig Barrett from Intel Corporation and Bill Gates are two of the keynote speakers.
Mark Peden, IAL and UAWG. "The Future of Data Delivery"




To: Michael F. Donadio who wrote (13513)10/8/1998 2:00:00 AM
From: Johnathan C. Doe  Read Replies (1) | Respond to of 21342
 
ADSL stocks have always gotten killed in major bear downturns in the techs. The thing to watch for is when it turns and then they rocket back up like in '97. I wouldn't be surprised to see WSTL return to 8 or 9 as ADSL heats up and the tech bear ends. The question for me is; if CSCO and LU keep falling along with many other good ones like NT; maybe those are the best plays for the long term. You might see double or triple you money faster in WSTL at 3, but it will lag the top tier companys as the index funds will move in again first.



To: Michael F. Donadio who wrote (13513)10/8/1998 9:30:00 AM
From: Cristobal  Respond to of 21342
 
Just a reality check ... as I remember, OS/2 was a quality product also ... so quality in a product does no good if marketing and management have no quality ...



To: Michael F. Donadio who wrote (13513)10/8/1998 12:15:00 PM
From: steve s  Read Replies (1) | Respond to of 21342
 
Michael F. Donadio,

Glad to hear your positive outlook in times like these.
I too believe than when this ADSL market turns along with the Tech market, it will turn in a big way.
Here's to a bull market rally in early 99.
All in my own opinion.
Later……..