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


To: Dug who wrote (14470)1/2/1999 3:16:00 PM
From: Dug  Respond to of 21342
 
Message 3637111

Work harder



To: Dug who wrote (14470)1/2/1999 5:28:00 PM
From: Michael F. Donadio  Read Replies (1) | Respond to of 21342
 
Happy New Year Dug, the Westell gang, and SI historians:

<but I've been watching DSL for years (wrote the very first post and article for SI about Amati in 1996)>

Hey, we will have to use you as an indicator. ggg Seriously, if you or Mike have the link handy now might be a good time to post it.


Dug, I searched and finally found Paul's original Spotlight Feature of December 12, 1995 entitled:

"ADSL and Amati: The Future of Telecommunications?"
techstocks.com

It's still a great article and probably qualifies as part of the history of Silicon Investors at this point.

I urge everyone who never saw the article to take a look.

In the beginning there was Amati...

All the best,
Michael



To: Dug who wrote (14470)1/2/1999 9:27:00 PM
From: Paul Motter  Read Replies (1) | Respond to of 21342
 
<Aware is riding on the DSL-Lite announcements coming out of Dell, CPQ and Intel.>

Among many others. ADI looks pretty savvy now days.


Remember, Aware is a pure Intellectual Property (IP) play. They create code for DSL chipsets but they are basically fabless. ADI uses Aware to create the code for their products.

BTW, what I wrote about Amati is truly dated now, so much has happened. But I still write about DSL, mostly doing PR for CLECs doing DSL rollouts. I developed a lot of material for NorthPoint and RedBack, two private companies that will probably IPO this year.

The Inter@ctive Investor article simply said that now was he time to seek out the beaten down stocks that have been ignored because of tulip.com mania. It specifically cited Westell.