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Technology Stocks : Westell WSTL
WSTL 5.480-2.0%Nov 11 2:52 PM EST
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To: Sir Auric Goldfinger who wrote (19416)7/15/2000 12:04:13 PM
From: Michael F. Donadio  Read Replies (1) of 21342
 
<< but give us a real killer app, not a list of lightweight ones. Think real hard, 'cause you know I can skewer your lightweight ones... >>

Auric,
The model I have been following for the last 5 years is SUNW's, and the reason I'm in DSL. 'The network is the computer' only works with high-speed -- real-time interfaces. Applications sitting on your hard drive will soon be history, as well as local storage. The applications and storage will come via the network -- ALL APPLICATIONS and ALL STORAGE -- (local storage and applications will be in the same proportion as those survivalists who have generators in their houses instead of relying on the power plants) and the network must be robust enough to provide for real-time interfacing. Fiber to the curb or home is 40 years away, but the NETWORK IS THE COMPUTER in NOW with DSL. (Also a good reason to invest in SUNW which is my favorite stock).

DSL is the only way to get secure and reliable high speed connections to the home NOW. Cable is there too but lacks the security model of DSL and is variable in performance.

It is this that will drive DSL. I disagree with you about DSL growth. June is the inflection point for ILEC deployment. The changed FCC regulations extend to the stupid ILECs monopoly rights. SuperComm was abuzz with not only DSL for internet connection, which is small potatoes, but VoDSL which is where the real money is to be made and WSTL is right there with its development via Virata.

Michael
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