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

To: Skiawal who wrote (15037)	2/4/1999 9:42:00 PM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

[Re: Rehash] WOW! That post makes me want to puke. How long to stick with WSTL, perennial disapointment? I don't know. Although ORCTF profitabilty pushed to 3-4th qtr., they look very strong potential to me. The chip margin gravy straight to the bottom line should really help. They seem to be in Europe what ALA is in the US. I am currently 75% WSTL to 25% ORCTF but considering shifting to ORCTF on ANY WSTL pop. I would hate to miss if WSTL rockets though. AMTX was bought at 20 when things seemed to be just as dark and dreary as WSTL is right now. UNfortunately, the facts are that WSTL is a small fry with some decent expertise who has to kiss the big boys asses to let them play! One thing though, as the cash disappears, these companies become a lot less proud and more willing to be bought out. I would take 15$ for my shares on a buyout right NOW! Nice and quick! MB By the way. Great post.

To: Skiawal who wrote (15037)	2/4/1999 10:14:00 PM
From: Charlie Smith	Respond to of 21342

Ski: Wow is right. How long did that take you? I guess it beats the analyst's couch. Charlie

To: Skiawal who wrote (15037)	2/10/1999 7:52:00 PM
From: Skiawal	Respond to of 21342

Dr. Tech ...WORTH REPEATING...STILL WAITITNG FOR SOME ANSWERS... Dr...<problem is there is very few analyst covering WSTL and therefore no leakage> This has been a problem for quite sometime...MAybe there is a good reason why analysts are not covering WSTL...Maybe like they get no #'s from WSTL and have to go by qtr results which have only been getting worse? Maybe there is nothing to follow at WSTL? Maybe they are sick of all the promises, which never pan out? Promises from the RBOC's and Chip manufacturers like TI and MOT? <WSTL is at BEL with DMT>...Ok, lets agree that WSTL is at BEL for DMT (CPE)...Problem is WE will be lucky if BEL even mentions WSTL in a press release (Unless WSTL pays for another tombstone ad patting themselves on the back) and further...WE HAVE A BETTER CHANCE OF SEAMANS RETURNING TO WSTL THEN WSTL DISCLOSING ANY #'S ABOUT BEL DEAL! Which only leaves those one or two analysts who are still somewhat interested in WSTL GUESSING AS TO HOW MUCH $ WSTL CAN MAKE OFF OF BEL DEAL...So now the analysts are back waiting for qtr results which puts us into April in which case they will most likely be disappointed once again...A VICIOUS CIRCLE! After reading through your old posts dating back to your very first on April 2, 1998 to Neal Hopper, WHAT EVER HAPPENED TO: Nov. 4, 1998 <WSTL has MOU's with DELL,CPQ,AAPL,CNET and HWP>? Oct. 27, 98 <but what if BC started using someone else with ALA>? Oct 18, 98 <The lockup or BO period is still ON and MZ thinks it could run for the remainder of 98>? <LU product ready for sale in Nov. and should see things from LU on this>? Thas was Nov 98 right? Sept. 22, 98 <I also feel GTE news is cause of BO>? <WSTL is about to have a revenue explosion>? Positive or Negative? Negative you were right..They exceeded losses! Aug. 12, 98 < GTE finally saw the light on WSTL's ability to deliver on promises and they will use WSTL's product for ILC too>? <LOAD UP because when small cap hell is over and GTE ILEC lets the news out>??? Small Cap Hell was over long ago and seems to be happening again... July 22, 98 <WSTL aggressive RFP for Sprint ION>?????? Have asked you several times in the past. <bronze coin family interest in company sale>??? July 16, 98 <WSTL has initial 5ess orders to be manufactured thru Dovatron in NY>? I have a REAL PROBLEM WITH THIS STATEMENT! July 3, 98 < Now for what is real important, 3 potential suitors I think you know my view on 2 of them...stock goes to 15ish we get 28 to 30>? Cents? July 1, 98 <WSTL has big upside! Company is up for sale>? Yard Sale? <Will it be LU or ALA...This boring stock is about to lift off as soon as the street wakes up and hears that WSTL is up for grabs> <WSTL thread will be gone soon> by the way the stock price was $9 3/8 that day...That really HURT!!!! BIG TIME!!! June 12, 98 <I wouldn't be surprised to see WSTL name start to appear in LU PR>? June 19, 98 <READ MY LIPPS...BEL deploys CAP till year 2000...That will be alot of $$$ for WSTL>? Didn't anticipate forward pricing? June 3, 98 < Sprint has a good amount of LU switch equipment already installed>? May 28, 98 <JUNE ICG comm announces summer install of LU-WSTL 5ess switch> What ever happened to this one???? <US WEST has ordered some litespan-wstl switches>? May 26, 98 <TXN and MOT chips ready for summer>? 1999 or 2000? May 19, 98 <LU is so huge. LU will use LU-WSTL-for BEL and ICG>? May 13, 98 <Does anybody know who BT's most installed switch is? It sounds like it could be a (LU type deal opportunity) in the UK>? May 11, 98 <Meanwhile LU will be upgrading BEL's CO's for ADSL 5ess switch/SLC 2000 and DSC will be upgrading BEL's litespan ADSL switch for CAP/DMT interopability. This will prove to be very cost efficient for BEL and could set an upgrade trend for all telcos. BT has similar deployment plans with WSTL as BEL does!!!>????????? May 7, 98 <LU stratey means big $$$$$ for WSTL>?????????? <LU 5ess switches for all current LU customers...HUNDRED MILLION LINES> and nobody is interested...why, why, why, why?????? <However don't think somone like BEl won't purchase a stake in WSTL first> WHAT EVER HAPPENED TO THAT DEAL??? I HAVE ASKED YOU A THOUSAND TIMES ABOUT THAT ONE???? May 6, 98 <When DSLAM is ready LU salespeople will have a field day in upgrades for the 5ESS. This will be a easy sale to their customer base> I guess not so easy???? April 23, 98 <GTE ILEC wants more Flex-cap to expand Remond, WA trials>? April 21, 98 <the internet will be stagnant for sizable commerce until the industry widens the pipe with broadband services> Oh well??? <I hope to see both MOT & TI have proble free working chips by May>? May 99 or 2000??? April 6, 98 <The increase in authorization could allow an strategi partner to show westell the money and buy say 10-20% of the company...give interested companies a real possible chance at aquiring WSTL>? April 5, 1998 <If RFP for JPC contract was done now WSTL would have won...>? Do you still believe that today??? April 3 98 <Flexcap still shipping strong to canada (sorry ALA) chips are always a problem and real deployment will go to the major chip boys (Mot, Ti)-westell>??? What was that??? April 3, 98 <Of yes watch for westell to put a bottom in place and this time the upside will stick>? MY ALL TIME FAVORITE...BY THE WAY, STOCK WAS 12 5/8 THAT DAY! SORRY DR. TO REHASH, BUT WHEN YOU WRITE IT YOU NEED TO STICK BY IT! I WOULD LOVE TO HEAR WHAT HAPPENED TO SOME OF THESE "IMHO"'S!