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

To: DR.TECH who wrote (15177)	2/15/1999 8:40:00 PM
From: dave turliku	Respond to of 21342

Any ideas regarding this Major announcement ? biz.yahoo.com -------------------------------------------------------------------------- Ameritech , SBC plan Tuesday announcement CHICAGO, Feb 15 (Reuters) - Regional bell companies Ameritech Corp. and SBC Communications Inc. (NYSE:SBC - news), which plan to merge, said Monday they will make a ''major announcement'' along with government officials Tuesday. The companies said they would hold a news conference Tuesday in Chicago, featuring the chairmen of the two companies, as well as U.S. House Speaker J. Dennis Hastert, Illinois Gov. George Ryan and University of Illinois Chancellor David Brodski. Ameritech would not disclose the topic of the news conference. An SBC spokesman could not be reached for comment.

To: DR.TECH who wrote (15177)	2/15/1999 9:01:00 PM
From: dave turliku	Respond to of 21342

fcc info on adsl market rollout... fcc.gov BOCs and GTE, for example, have announced plans to offer broadband to approximately twenty million homes this year. SBC has announced a "massive rollout" of ADSL, "targeting more than 500 central offices and 9.5 million residential and business customers by year-end. In Bell Atlantic's service area, ADSL is available now to some customers in the Washington, D.C., area and in Pittsburgh, with plans to add Philadelphia and the Hudson waterfront of New Jersey next year. Bell Atlantic has formed a marketing alliance with America Online, Inc., in which Bell Atlantic hopes, by the end of 1999, to make ADSL available to seven million subscribers. Its goal is to offer ADSL to fourteen million customers by the end of 2000. And BellSouth has announced plans to offer ADSL service available to 1.7 million customers in 30 markets by the end of 1998, and in 23 additional markets in 1999.

To: DR.TECH who wrote (15177)	2/15/1999 9:53:00 PM
From: srvhap	Read Replies (1) \| Respond to of 21342

<<SO if you want to really blame WSTL for not having alot of CO business it is directly related to MOT & TXN chip delivery BS....>> No, I would think that shareholders would want to look to missteps by management (what is the saying "fool me once, twice...") If management could not arrange the deals to cover themselves THEY ARE AT FAULT. Don't try and blame it on SMART companies like TI and MOT.

To: DR.TECH who wrote (15177)	2/15/1999 10:50:00 PM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

[Questions] SKi brought up a good point. Read through his posts concerning the network disclosue and John Grady - ADSL product manager BA. The network disclosure says ALA 1Q 99. I found that disturbing a month ago when I found it because WSTL/ALA compat. not ready till summer. Who would provide CPE until then?? NY seems like huge market to start using DMT if your are not satisfied with ALA CPE. Singapore seems to be satisfied with ALA CPE. Also, the discussion with John Grady is what gave me a sick feeling in my stomach! He said ALA was providing "complete solution", i.e. CO and CPE and that BEL would probably use other vendors in the future. I don't doubt that WSTL would get some of that business, but if it comes out in a press release all ALA with no mention of WSTL and MZ not allowed to say different, then hello 2.75 again easy!! Even so, I would like to stick with it if only for TI/AMTX, MOT, and LU reasons, but very difficult with current stock action. Please weigh in on Grady and possible BA press action. Also, on another topic. As I was sifting through old TI, MOT, AMTX, and GTE press releases, I noticed that ORCTF was never mentioned as being a trial participant. I thought it strange since GTE picked them. Did ORCTF just win because of Frame Relay issue in GTE networks? MB

To: DR.TECH who wrote (15177)	2/15/1999 11:03:00 PM
From: Michael F. Donadio	Respond to of 21342

The Telcos really wanted a true DSP based chip for the CO but the clock is ticking and they can't wait any longer, that doesn't mean WSTL won't be back in the C.O. hunt when TXN delivers DR.TECH, thanks for general info, but what is your best guestimate of TXN availability. I realize no one may know the truth about this, but I'm sure your opinion is better than mine. Would you say the decision to go ahead with Ala makes the February-March time framework for TXN only a fiction in your opinion? I feel that TXN is vital to the eventual success of Westell in ADSL. Sorry if your weekend was disrupted, Michael

To: DR.TECH who wrote (15177)	2/17/1999 8:14:00 AM
From: bill c.	Respond to of 21342

Dr. Tech: I don't see how Westell is going to compete against 3COM in the CPE/ATU-R business. It seems 3COM won the BellSouth RFP for CPE/ATU-R modems. Wednesday February 17, 6:02 am Eastern Time BellSouth, 3Com to Deliver High-Speed Connectivity First-of-its-Kind Alliance Makes Information Access Easier for Millions of Potential Customers. ATLANTA--(BUSINESS WIRE)--Feb. 17, 1999-- BellSouth (NYSE: BLS - news) and 3Com Corporation (Nasdaq: COMS - news) today announced joint plans to market and deliver easy-to-use high-speed Internet and data access via ADSL (asymmetric digital subscriber line). The alliance, the first of its kind in the ADSL industry, will make it easier for customers in 30 southeastern markets to activate BellSouth's Internet service using 3Com® brand modems at speeds up to 50 times faster than most current Internet connections - all in one simple, easy-to-use package...... biz.yahoo.com BellSouth, 3Com enter high-speed Internet alliance ATLANTA, Feb 16 (Reuters) - Regional phone operator BellSouth Corp. (NYSE:BLS - news) and network equipment supplier 3Com Corp. (Nasdaq:COMS - news) on Wednesday said BellSouth plans to offer high-speed Internet services over its phone lines in its southeast U.S. service area. biz.yahoo.com BellSouth, 3Com in DSL tie-up By Ben Heskett Staff Writer, CNET News.com February 17, 1999, 4:00 a.m. PT news.com

To: DR.TECH who wrote (15177)	3/4/1999 1:40:00 PM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

[New PR firm] I hope WSTL is paying by the release and not the hour! Eerie silence like that before BC and JPC announcements! MB

To: DR.TECH who wrote (15177)	3/18/1999 10:30:00 AM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

[feb 17- march 31] Not one positive announcement by march 18. Meanwhile, the likes of Microsoft invest in startups who are late to the party, but still get financing from the big guys. WSTL is forgotten stock everywhere! They do not even move when entire ADSL sector moves. Pathetic! I am surprised the local Rotary Club would invite Zionts to speak much less Merill Lynch. If there is anything good going on, you can bet that only Penny and a few analysts will know about it. WSTL shareholders outside of Penny are basically spit on. The website is pathetic as well, doesn't even list strategic partnerships or any installs. What a joke! Here's hoping for a dead cat bounce. Lucky I have such a low cost average in this POS. MB