To: stephen murray who wrote (14305 ) 12/15/1998 8:18:00 PM From: DR.TECH Read Replies (10) | Respond to
WSTL days as a broken stock is nearly over....This company and its dealing has truly dropped below the radar of many inst..Inst holding have dropped from 40% to 14%..When ADSL news starts to flow it will be a wonderful ride as inst. pile back in....Whats happening..Well also you all know this is only my opinion...WSTL wins canadian PTT DMT dslam order...GTE TAP win beat out Pair and will insure WSTL high single digit growth in that business....Financing is nearing and I put my money on a data integrator...BA dmt decision is near and look for WSTL not to be left out, my guess is WSTL/ALA win(if its not broke why fix it)...Outside chance for BA LU/WSTL SLC-2000, either case WSTL wins....LU news, those Lu sales people are jonesing for SLC-2000 and as soon as its ready LU/WSTL win in BLS, SBC and TBR...Guess what early SLC-2000 with ADI chip will almost insure WSTL business at CPE until inter. DSP's are ready....SLC-2000 will LU/WSTL killer product...GTE's Cpe with orctf is having problems all these CO wired and only 1000 lines deployed, this will lead to FUJ/WSTL sub for GTE DMT....FTEL/WSTL, BT is going great and look for FTEL/WSTL in Spain,Italy and Japan(NTT)....MZ has been in Europe alot lately and I don't think it was just for BT...FTEL and WSTL are working much closer and ALA will soon lic. their chip to WSTL(probably for the WSTL/ALA BA DMT win)...Also, for your AWRE fans, look for TXN to sue them sometime next year...Finally the PCM analyst, I respect his ADSL brain, will go from accum to buy, target of 12...As news comes look for higher target..If one or two of the above happens 12 target is easy but if most happens your looking at 14% inst back to 35% and 25 to 30 is reasonable...AT these prices its a risk/reward joke!
