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

To: hal jordan who wrote (13532)	10/10/1998 9:09:00 AM
From: bill c.	Read Replies (2) \| Respond to of 21342

Hal, What is your take on the Pairgain CC? I've heard rumors that Westell has 3 bids for BEL... ALA/DSC/WSTL, LU/WSTL and WSTL. It seems Pairgain is going to compete directly against LU, ALA, Nortel and not partner. In a previous message you talked about several ATM terms that BEL is going to require. If BEL requires this functionality, Westell is going to have to provide them. Thus the warning on increased R&D for this fiscal year. ... 2. Avidia platform, what's PAIR's entry point into ADSL platform>........ Howard answering second part: Alcatel has achieved most of the share of the market from RBOCs today, very aggressive pricing, don't plan to go after market as aggressively as they have. Believe ALA is selling at negative margins. (THere was more, but I lost him)... <\i> exchange2000.com