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Technology Stocks : Westell WSTL
WSTL 6.350+1.8%Dec 12 9:30 AM EST

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To: bill c. who wrote (8050)11/28/1997 11:06:00 AM
From: SteveG   of 21342
 
<..You've been telling us that the Telco's can't compete against the
HFC cable providers. Is cable a competitive threat?>

For data services (and soon for voice as well), cables will definitely IMO be a competitive RBOC competitor in markets where they compete. And in major urban areas this market will grow very quickly.

<Do the RBOC's want access to the X-billion dollar long distance market?>

I think their first imperitative is to protect their existing markets AND their deployment dollars.

Steve

(off to La Quinta...)
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