I am hoping WSTL is already an ugly enough stock that most of the bad news is out, and that it weathers the futures heading lower.
My logic with messing with this stock in here is that it is near its bottom and that with the break throughs in Ram technology (remote access multiplexers), the providers of ADSL will be able to access many more customers, that were previously out of reach. This should increase the demand for WSTL’s modems. Also it seems the new multiplexers are helping straighten out the mess of different feeds in a providers system, That I believe, had something to do with causing glitches in the quality of DSL services in the past. So that in turn should improve the commonly held opinion of the ADSL experience, and help to draw more new customers.
So I look at the further roll out of ADSL in here, as a important building block that moves homes and business closer to the network experience of the future.
The trend to broadband is not going away. So while the end game of optical gets sorted out, I am following the lower end of broad band in the ADSL area, that it seems is finally ready to preform to its potential, because of recent developments in technology.
I don’t have the time to trade, so I am just going to hold and hope that the institutional support that I thought I saw in WSTL keeps the stock stable, with any mkt pull back.
My over all knowledge is limited, but that doesn’t mean that I can’t pick up on a trend. The further roll out of ADSL seems like it would be a move to capitalize on low hanging fruit, for providers of ADSL, whose time is finally here. Also don’t forget the talk of legislation, that would benefit at least the large providers. |
