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


To: Trey McAtee who wrote (14654)1/13/1999 7:02:00 PM
From: marc friedman  Read Replies (2) | Respond to of 21342
 
trey
one month ago i called mz specifically about g lite and wstl
my interpretation was that he downplayed it at the present but did say that wstl would use any silicon solution in the modems when the time came
i know all the sides to all the stories that are public knowledge
but i want to know just your gut call on this one
wstl could get left on this ba thing when it rolls big
but at the same time i don't want to believe that ba will dump them after all the work in the co's the forward pricing etc.rebate promo plus the 5ess is an asset and the work with dcs
could you envision ba dumping wstl
and i agree some analyst correlates aware and ba aol
he either knows something that we are not being told or he is a complete idiot
thanx
marc



To: Trey McAtee who wrote (14654)1/13/1999 7:41:00 PM
From: Dug  Read Replies (1) | Respond to of 21342
 
Neal, Ill have to say you handled that better that I would have.

To answer you question g-lite in someones modems would be my guess.

Trey,

<or...BEL DMT has been decided w/o us being told.>

With Awre dslams right? Thats about an ignorant a question as CBS trying to keep up with tele com. Maybe they should stick to cable modems. I don't figure Ill ever get a 3in1 bill here!

Only way Wstl gets cut is if Asnd or Coms can do the backend ihmo.

Just like to add that I would fire S. A. Im guessing the Pennies wont sell some just yet to keep the workers happy?

Duh

P.S.

Actually this chart looks much better than 8.5 but not with the kind of crap Im seeing.