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

To: Skiawal who wrote (15134)	2/11/1999 9:14:00 PM
From: Mad Bomber	Read Replies (2) \| Respond to of 21342

[Never say die] That's the spirit. If you believe, do not give in to depression of stock price fluctuation. I would have made a crap load of money on AMTX deal if I would not have bailed at the first spike. I had 100% allocation in AMTX 2 weeks before TI buyout. I sold for tidy profit in teens. Patience would have netted many more thousands. MB

To: Skiawal who wrote (15134)	2/11/1999 10:16:00 PM
From: Stephen Jang	Respond to of 21342

I totally agree with you (and DR. TECH). I've been holding this stock since Oct-96. All I can say is I blame nobody but bad luck. Let's see what happened during these two+ years: 1. CAP/DMT war and DMT wins - WSTL to buy AMTX, failed! 2. xDSL/Cable war - Cable slow down so did RBOC while Cable accelerated RBOC didn't (They want high margin T1,ISDN). 3. Competition war - 10+ xDSL company in 1996, now more than 100+. I do believe Seaman's 3 contracts. It just didn't go through at last minute and all because Cable's pulled off at that time. I don't see mgmt has any problem, they did their best and will still do. You can't ask them to sell products without making any money like ALA,ADTN. You can't force them to make news every week. After 800+ days of holding WSTL. I am still not get used to this NAZ up we down, NAZ down we still down pattern. But one thing I truly believe is xDSL will happen and is happening. WSTL will have their share and price will be 35~50. Why? Just take a look of AWRE, all we need now is a spark. I'll keep buying more and more until 10K share (currently own 8K @$12 - half of my wealth ). I know I'll be rich sometime within 300 days. And you? :) S. Jang

To: Skiawal who wrote (15134)	2/12/1999 9:42:00 AM
From: Vladimir Zelener	Respond to of 21342

Ski For couple of years I was on the cable side of the broad band competition and today more so (ATT & TCI) then before. Still I thought that RBOCs have no choice but to move into ADSL big time to compete against LD companies merged with cable cos. So far it all chip talk and no subscribers grouth. I suspect that RBOCs are delaying the ADSL deployment on purpose for a reason. In the legal battle between AOL and other ISPs on one side and ATT & TCI on the other about open access to cable lines the strong argument was made by ATT that AOL and others have a good broadband alternative - ADSL thru RBOCs. We even witnessed an agreement between AOL and BEL in that area. Right now ATT&TCI are winning the legal argument but I think the legal battle is not over and the RBOCs-AOL opposition will claim that the deployment of ADSL is very difficult so they do not have the alternative. 1999 could be another year of delay for ADSL. BTW your comment that WSTL's problems are the result of DMT winning over CAP, and how coud they know is complete crap. They are in this business and they must know. And in my view the CAP's modems did not spread because they were not competitvely priced. WSTL did not try hard enough to bring the price down. Just MO.