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Technology Stocks : Westell WSTL

WSTL 6.450

+17.9%

11:34 AM EST

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To: Michael F. Donadio who wrote (19641)	7/22/2000 8:08:58 PM
From: MikeM54321	Read Replies (2) of 21342

"Now we have finally reached the ILEC deployment of ADSL, which was enabled by the Nov.'99 FCC ruling and which took effect as of June of this year." Michael- Very nice rollup of WSTL history. I was one of those investors in AMTX(and about 4 other pure play DSL companies too) back in 95 too. Maybe even earlier? But I bailed after about a year of seeing the incumbents clearly interested in PR and not deployments. It was a great learning experience for me to see how the real world telecom players work. About the only thing I think I differ with you on is, IMHO-- ATT got the ADSL ball rolling. Mike Armstrong spending $102 billion on the cable plants forced the incumbents to move or die. And they rolled with ADSL because that is almost direct competition to today's current HFC(cable modem) architecture bandwidth capabilities. What are you referring to by the Nov 99 FCC Ruling? Do you mean the ruling about co-location, or are you referring to the 99-238 ruling that Pronto(SBC) is attempting to take advantage of? Must be the line sharing ruling you are referring to, right? Thanks. -MikeM(From Florida)

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