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

To: bill c. who wrote (15067)	2/6/1999 3:48:00 PM
From: steve s	Read Replies (2) \| Respond to of 21342

This is all my own opinion and wishfully thinking. Westell may be the primary vendor to work with Alcatel, and the others may be secondary vendors. Westell may have cut a deal with Alcatel,....either get some business or no business. With all the DMT chip set delays and a slow ADSL roll out, their is no way Westell could compete against Alcatel, LU, Cisco, Seimens, 3COM or any other HUGE company at this point in time. Here is a list of reasons why I think Alcatel may buy out Westell. 1. Alcatel/Westell/BA DMT maybe 2. Alcatel/Westell/BT DMT maybe 3. Alcatel/Westell/BC DMT maybe 4. Alcatel/Westell/JPC DMT maybe 5. Alcatel looking to buy two US companies. One small and one medium. 6. Alcatel needs a US company for political relations to help with a US rollout of their ADSL system,.....maybe. 7. Westell using Alcatel DMT chip set. 8. Alcatel sells their T1 product line,.....maybe because Westell has a T1 product line. 9. Alcatel is a cash rich company and their stock is low. Buying Westell may help Alcatel's stock to go up,....( BIG MAYBE ) Again this is all in my own opinion.

To: bill c. who wrote (15067)	2/6/1999 10:55:00 PM
From: P314159d	Respond to of 21342

>> the 10,000 ATU-R modems to Singapore, This sort of volume would have show up in the 10Q for sure so you know it wasn't WSTL! >>. I do not believe they will compete effectively against 3COM in the ATU-R business. Is COMS really shipping much product yet? I was under the impression that their volumes are meager, and the stock is getting cheaper. From your writing, it may becoming a buy if they have that ADSL edge. WSTL has no advantage over any large co. in the modem world since the technology is basically given away for mkt share ( Fwd Pricing lingo translation inserted here) (( I am thinking of the guy who invents a cure for cancer and says that he'll sell it for below cost because he wants the entire market share and can make it up "in volume")).