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

To: steve s who wrote (13794)	10/30/1998 2:32:00 AM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

steve-- >>>MZ said that WSTL may be profitable in 2000,……is this too late?<<< i think he said they might be profitable then. of course, they have also said they would be profitable in 97 and 98. >>>Can someone explain to me how WSTL can compete with ALA, Seamens, Ericson, Fujitsu, NEC, Cisco, 3COM, NT, PAIR and others that I have missed? It seems that these big players will squash WSTL in a year from now with their own DMT.<<< 1) they cant. 2) they will. ericy, for example, is getting chips from the same company we hitched our wagon to, TXN. >>>In a year from now the playing field will be very competitive, far more than it is now. How will WSTL survive in this environment? <<< they cant. >>>Who would want to buy this company when the DMT chips will be available to other ADSL vendors other than WSTL, and they could make their own systems?<<< no one >>>What does WSTL bring to the table that their competitors don't have now or will have a year from now?<<< nothing >>>I just don't see a bright future for this company. I hope I am wrong but after the last CC I just don't know.<<< realization is a bitch, no? good luck to all, trey