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Technology Stocks : Westell WSTL
WSTL 5.510-3.0%Nov 21 9:30 AM EST
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To: Emile Vidrine who wrote (19971)8/9/2000 6:34:57 PM
From: kolo55   of 21342
 
Long strike doesn't make sense.

Customers will go to other suppliers, either cable modems or other CLECs.

Furthermore, Verizon is trying to sign up phone customers in their territory for long distance. Right now they are turning off the very customer base they are trying to tap. Verizon already has a million LD customers, and this potentially is a quickly penetrable large market. In fact, if Verizon slows up everyone's DSL ramp, then the regulators may suspend their ability to sign up LD customers.

Then we should mention the fact that Verizon is putting $800 million into Northpoint. Why? Because they want to speed up the DSL ramp.

T-1 lines just aren't significant compared to LD market and DSL market penetration... once a subscriber gets DSL it will take wild horses to drag the account away from the current provider. It is simply too painful to get DSL in the first place.

Nevertheless, some interesting logic, and interesting ideas.

Thanks,

Paul
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