Westell WSTL Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Westell WSTL

WSTL 5.510

-3.0%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Im-patient who wrote (20325)	9/11/2000 9:43:39 PM
From: add	Read Replies (2) of 21342

COVD started using EFNT for ADSL last quarter according to EFNT. It is a very small piece of the pie for COVD. Most of COVD's biz. is SDSL and they buy those SDSL-modems from EFNT and NTPA. What I don't understand is that SBC already own the copper. If they do the marketing for the lines, then what does COVD do? They must just doing the provisioning at the CO. So what I don't understand is if SBC gets the customer through the marketing why don't they just provision it themselves. Funny thing is that COVD has to pay.( I think $10 one time fee, and then something like $5-$6/month for the line). Then SBC pays COVD ??!! and they are paying $100M/yr on average. If they have a million lines TOTAL, then that's $100/line or $8/month-line. Something doesn't add up. I don't see how it makes SBC any money. Well, it occured to me that the only reason is for regulatory relief. Of course SBC could do it w/ their sub, but then they would be getting into trouble. They are just paying COVD off. Any thoughts?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next