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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.830+2.3%Oct 31 9:30 AM EST

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To: Vladimir Zelener who wrote (1353)1/28/1997 9:07:00 PM
From: Charles Pluckhahn   of 1365
 
Q: Could you be a bit more specific about the pricing. I thought the customer pays T1 rates for HDSL full duplex link and the modems are priced quite high.

A: US West Interprise announced last week that 768 kbps would cost $175/mo., which is less than that Chicago ISP is charging for ADSL.

Q: My understanding is RADSL is here and now not in a year.

A: Where is RADSL commercially available as a service offering as opposed to on a vendor's press release?

Q: I think it (backbone that can handle DSL) will evolve gradually. First the service will be offered to selected businesses, then to much wider range of the businesses and finally when the pricing will become acceptable for consumers it will be offered to consumers

A: We agree on these points: that the backbone will take a while, and that DSL pricing will start out high. The question then becomes whether the DSL will be ADSL or HDSL. I am betting on HDSL as the early winner in actual deployments (vs. press releases).
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