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Technology Stocks : Westell WSTL
WSTL 6.050-1.3%12:04 PM EST

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To: Rich Wolf who wrote (20124)8/17/2000 11:24:08 PM
From: P314159d  Read Replies (1) of 21342
 
Rich, I think the company is silent
in this area because it very sensitive to the Web spread of information and the area is a critical 2001 market phenomenon.

Yes 2001, i believe, what is disseminated today is low volume and very hypester.

for example, Copper Mtn had an initial launch with SDSL and it was very costly. the market won't take that way, the cost points must be lower and ADSL must be predominant from the MDU arena, but the platform must be flexible enough for MTU applications or predominantly business oriented, then you need voice apps.

The VODSL, VOIP stuff is next year at the onset. with high growth 2002 probably, but maybe in 12 months. There will be a great deal of competition in this area in the coming months; Wailan, Pulsecomm, some others beyond the current market topology.

What is WSTL gonna do? Just ask.
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