My interest for being in Westell, has to do with the present demand for broad band, while the world waits for the optical roll out. The build out of DSL, keeps the use and developement of newer bandwidth intensive products, moving forward. As more hot products are developed, that require large amounts of bandwidth, the public will demand more bandwidth. Also, the bundling of future value added services, over a broadband feed, may allow for the additional payback profits, providers are looking for.
My interest in this stock, has to do with the perception that the demand for bandwidth will return, and that Westell is still positioned to get back in the game.
I am gambling in here, that institutional players are picking up baskets of like cheap technology stocks, figuring that the return of capital expenditure will happen.
I can't prove this, but based on my perception, from watching the how the stock trades recently, there seems to be a knowledgable base of support, that is willing to lookout into the future.
The following is from a Yahoo post
etecno242 SDSL/ADSL
by: darwinengineer 05/24/01 02:38 pm EDT
Msg: 33935 of 33975
The primary difference in ADSL and SDSL is the upload speeds. The intrinsic stability of SDSL is NOT different from the ADSL flavor. Contrary to your cable modem musings, businesses will not be using cable 1. most businesses to not have coax 2. ADSL/SDSL is actually more stable and reliable than cable 3. DSL is a dedicated circuit and can therefore sign SLA agreements based on bandwidth and reliability - cable cannot do this. 4. I run a handful of small businesses off both and ADSL and SDSL connection - I have them running 24/7 with a 30 minute downtime in over a year and a half 5. Fiber to the home (FTTH) and to small/medium businesses will not happen for years, possibly decades. there are a few fixed wireless technologies that may invade the DSL/cable space but with the huge of copper base (and ever improving technology) DSL and G.SHDSL will grow for many years to come. your posts take on the appearance of relevance but the facts simply do not support your overreaching conclusions - sorry. darwin |
