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


To: Paul Motter who wrote (14492)1/4/1999 8:08:00 PM
From: Dug  Read Replies (1) | Respond to of 21342
 
<the last time I spoke to the Westell PR guy he was writing the press release for the Westell acquisition of Amati>

Hey Paul, sounds like an opportunity to me. You could almost get the stock holders here to pitch in. lol

<No, NorthPoint uses Copper Mountain and Covad uses Diamond Lane, (both private companies)>

Thats what I thought. So, you think Bell will use isp's or a seperate subsidary here?

Dug



To: Paul Motter who wrote (14492)1/4/1999 8:49:00 PM
From: Michael F. Donadio  Read Replies (2) | Respond to of 21342
 
<< I have gotten quite an education in the difficulties of the LEC business. The effect this has on Westell is still significant.>>

Paul, would you be willing to expand on this statement? I'm sure many of us would appreciate your first-hand insight.

Thanks,
Michael



To: Paul Motter who wrote (14492)1/4/1999 10:09:00 PM
From: hal jordan  Read Replies (1) | Respond to of 21342
 
Paul

Good points. However, I would add that Northpoint and Covad are seeking business customers while BEL is trying to fend off ATHM by a consumer thrust. Two very different approaches to the market. While BEL does have a business segment pursuing ADSL, I'm willing to bet they lose a good bit of business to the startup DSL CLECs that will capture business.

Hal