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Technology Stocks : Westell WSTL
WSTL 5.610+0.7%3:48 PM EST

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To: Anthony Tsai who wrote (21068)1/18/2001 6:36:33 AM
From: Jon Taulbee  Read Replies (1) of 21342
 
Well as bad as this story is, if you look at it from an investors point of view I feel it is GREAT news. I mean
customers are suing because they can't get get a service and the provider is unable to met demand . Well it all
equates to MORE ADSL EQUIPMENT . I understand that Verizon is deploying Westells 5ess XDSL solution for the Lucent 5 switch and this only means more revenue for Westell and this folks is high MARGIN revenue .

All the RBOCS and DSL providers are having problems installing and maintaining DSL , but only because of
resource problems . I just cant say that this could be considered a bad thing for a DSL equipment provider.
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