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Technology Stocks : Westell WSTL

WSTL 5.550

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3:55 PM EST

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To: John Curtis who wrote (19823)	8/3/2000 10:16:09 PM
From: P. Ramamoorthy	Read Replies (2) of 21342

John, Re.:"...Looking forward, we expect the cost of provisioning DSL service at SBC will be significantly reduced because 50 percent of new DSL lines will be self-installed by Dec. 2000 compared to the 10 to 15 percent today," Bellace wrote. "Our analysis indicates that there may be more-than-normal levels of inventory in the channel." The confusion is with the word "provisioning". There are self-installed DSL modems available to ISP customers. It takes customers about two hours to install, may be two hours to visit the store and get it. If a self-installed modem is available, are they going to wait for SBC (or Pac Bell) to send out technicians to install? Normally it takes at least a month to schedule a visit for installation. The question is what happens to modems in the inventory waiting to be installed by technicians. This inventory decreases slowly compared to direct installation variety. This is what the author of this report must imply. jmo. Ram.

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