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

To: bill c. who wrote (13742)	10/27/1998 6:37:00 PM
From: matt gray	Read Replies (3) \| Respond to of 21342

bill, While you mention that DMT is the long term solution over CAP, I don't see the urgency to move away from a technology that is operational based upon speed alone? First of all isn't the modem access speed going to be limited by the overall speed of the network? While DMT is supposed to operate at 7 mbps perhaps a lesser CAP speed will be good enough. Isn't the real issue about local loop speed in fact limited by the speed of the backbone? If so, will CAP vs DMT deployment be a less significant issue? Unless there are other germane technical issues of why DMT has major advantages over CAP [reliability, provisioning, cross talk, market hype etc] then I don't see the big advantage of DMT vs something in production and available now.

To: bill c. who wrote (13742)	10/27/1998 6:39:00 PM
From: Dug	Read Replies (1) \| Respond to of 21342

<Can Marc make that decision or does it come from the board or from the Penny family trust?> Bill, it always comes from the board w/ any company that has one or @ least thats been my experience. However, directors other that Mr. Penny or Simon will be the ones shaking their heads in agreement... Ive read that the Pennies have much stock & Im assuming they have more as family members have additional stock besides the fund? Id have to look harder than I have. If not, Mr. Simon would hold more that the trust unless hes family too. Id have to read it again. Ill check next time I get curious unless someone else already knows. As for info from the co. your right & I can see the Co.s side of this but thats what makes it a guessing game... <Between CC did BC tell Westell not to talk about the initial deployment contract?> I posted to you some time ago that I thought a policy change had taken place & still do. Not so much because of BC but because of what happened w/ Gary. Id like to see it followed up & that includes talk of cable modems during a major press conference w/ the stock halted. Still pissed over that one. I somewhat agree w/ Trey but think a little different in that I think Wstl needs to start focusing on additional products also. This leaves Wstl w/ a huge need for $. Im not sure about your other questions & still think its a little early to decide how long term BA is w/ Cap deployment. I can't see any Bell putting up good money to trash what they have done 1 year later. They just don't work that way. CEO would need ROI on that too. I will tell you this though. Paradyne will be supplying as much as Wstl to Ba if not more IMHO. <Well it's obvious that those other businesses can't get them there, they need additional funds....> I think this is what made MZ a little nervous w/ good reason. Keep in mind that I did not & haven't listened to a CC yet. Skin of our teeth is dam right. Dug P.S. All opinion only & Im assuming MZ reports to Mr. Gaynor & Mr Nelson who is the president but not sure about the later.

To: bill c. who wrote (13742)	10/27/1998 6:52:00 PM
From: bill c.	Read Replies (2) \| Respond to of 21342

continued.... As Westell stock holders we should understand how Westell is going to find additional funding to keep this company running. Why can't Westell give us a direction on how they plan on financing this company into the year 2000? They told us for the first time during the CC that they didn't have the capital to make it to mass deployment. Was it in their plans to run out of money before becoming profitable? Was it in their plans to find additional funding or is this a new line item in their business plan? Waiting until the stock is $3/share is poor planning when looking for additional funding. During the last CC Kevin Slocum asked a number of important questions that Westell couldn't answer. One was the additional funding question. I would love to call Marc and clarify this point, but it was painfully obvious during the CC that Marc is over worked. Marc has a business to run, lets hope Westell can publicly state a direction for future financing... until later.