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

To: JW@KSC who wrote (13805)	10/31/1998 8:55:00 AM
From: matt gray	Read Replies (1) \| Respond to of 21342

Thanks for the information.... regarding the comparison of Pair, Orckit and Wstl. I'm liking Pair because they are a value stock. Agreed their PE is a compelling argument to buy at these levels....they are unprecedented. Orckits Fujitsu relationship is compeling since they have a significant share of the SONET market and will sell into this strong market. [although I noticed a westell Fuji relationship brewings] The reason I hold WSTL is less an issue of CAP vs DMT since I believe this to be a lower order issue at this time. Overall net speed is still the limiting factor to local access speed. Based upon hands on experience with cable modems, non of the modems I've run approach their specification speed....the weakest link in the chain is the Internet backbone. The primary reason to hold Westell at this time is their relationship with Lucent. Lucent is a powerhouse. Westell is a sub 100 M market cap company. They are peanuts. If lucent promotes a Westell product..Westell goes up. If Lucent has Westell plugins, [an earlier poster asked this important question] then many companies will buy Westell products because of 5ESS upgrades, DDM2000 installations etc. thanks and best of luck..

To: JW@KSC who wrote (13805)	10/31/1998 3:24:00 PM
From: riposte	Respond to of 21342

FCC: ADSL is interstate service By Bloomberg News Special to CNET News.com October 30, 1998, 9:50 p.m. PT The Federal Communications Commission ruled that GTE's new advanced digital subscriber line (ADSL) service should be classified as a long-distance service, meaning this kind of high-speed Net access will be regulated but not taxed by Washington. But federal regulators put off settling the more important dispute between the Baby Bells and GTE and start-up local phone companies over contracts to connect each others' phone calls, which include so-called dialup Internet access. [REMAINING TEXT DELETED...] FULL TEXT @ news.com