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Technology Stocks : Westell WSTL
WSTL 6.070+2.9%Jan 6 3:12 PM EST
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To: SteveG who wrote (7399)10/29/1997 6:27:00 PM
From: Trey McAtee   of 21342
 
steve--

i'll be honest, this ROK announcement seems to have little to do with xDSL except for the speed and the ability to use the same line for voice and data simultaneously. and i think curly is right. if xDSL services go into high deployment, that will kill ROKs core modem chipset business. i think the telcos want to take the punishment now and upgrade the COs. from their point of view, it has been needed for a while, and it gets them where they want to be. CDSL seems like a stop gap.

good luck to all,
trey
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