NUKO/Westell alliance to integrate ADSL-MPEG2 DIGITAL VIDE

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Technology Stocks
NUKO/Westell alliance to integrate ADSL-MPEG2 DIGITAL VIDE

An SI Board Since June 1996

Posts	SubjectMarks	Bans
16	0	0

Emcee: Emile Vidrine	Type: Unmoderated

Introduction Compact

Westell is clearly the leader in bringing xDSL to market. NUKO is clearly a leader in MPEG2 digital full-motion video.
Question? What will be the consequence of this alliance on both NUKO and Westell stoc?
Will the alliance greatly expedite the marketing of an affordable consumer item?
Are there alternatives Wstell/NUKO solution that could produce and end-run?
Will the Westell/NUKO alliance produce a marketable product that would be apatable to the telco, cable co., and the regular consumer that desire to have full video interactiviity on the internet.
There may be an excellent investment opportunity here.
Westell is still moderately priced (78 at the last look) if they can get but a fraction of this market.
NUKO has only 10 million shares and is selling for about 17. This one has a potential for a 10 bagger.
ALL COMMENTS, BOTH PRO AND CON, DEEPLY APPRECIATED.
Also--What impacat will Westell's development alliances with Mcrosoft, GTE, U.S. West and AT&T have upon NUKO. It seems to me that NUKO hase lucked out on this one. Bill Gates has stated that he is committed to bring interactive voice , datat and video to the internet and has choosen WEstell's xDSL to achieve this..

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
16	To All---NYNEX and Bell Atlantic are, according to CEO Smith, planning to spend	Emile Vidrine	-	10/31/1996
15	Frank---I don't think so. BANX had already committed to this strategy mont	Emile Vidrine	-	10/4/1996
14	Emile, et al, The prospects of video over xDSL may have taken a serious set-ba	Frank A. Coluccio	-	10/4/1996
13	Bobby and all---Will the numberous Westell trials produce revenue for NUKO sinc	Emile Vidrine	-	10/1/1996
12	I am making all sorts of mistakes...I traded out of it but it is looking so ver	Bobby Yellin	-	9/25/1996
11	Bobby--Looks like the revenues from the Cisco Alliance will exceed the revenue	Emile Vidrine	-	9/25/1996
10	I [haven't had time to call...	Bobby Yellin	-	9/17/1996
9	What does the Westell / NUKO alliance mean for NUKO, revenue-wise, with the rec	Scott Stents	-	9/17/1996
8	I think you have a great pick...how does it compare with digital video systems	Bobby Yellin	-	6/12/1996
7	To All--Is it possible that NUKO and WEstell will have a prototype of their int	Emile Vidrine	-	6/11/1996
6	Another great development for NUKO and similar companies. There are many potent	Emile Vidrine	-	6/11/1996
5	NUKO is well situated. It's relationship with WESTELL, who in turn was cho	Emile Vidrine	-	6/10/1996
4	Dear Emile, 1000% within 12 to 24 months. I have to repeat it to get it righ	Robin Vo	-	6/10/1996
3	NUKO/WESTELL ADSL-interactive Video integration may be tested by PACIFIC B	Emile Vidrine	-	6/9/1996
2	That's correct Robin. 1000% increase within 12 to 24 months.	Emile Vidrine	-	6/9/1996
1	Hi Emile, Just to clarify some vocabulary for myself. 10 bagger is 10 increase	Robin Vo	-	6/9/1996

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