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Technology Stocks : Westell WSTL

WSTL 5.570

+1.1%

Nov 24 3:57 PM EST

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To: Shaw who wrote (21122)	5/30/2001 11:30:33 PM
From: zone_boundry	Read Replies (1) of 21342

New product announcement: proxy router enhancement. biz.yahoo.com Not wanting to tempt fate (or Floyd) I will venture a response to your posts... Dispite the downgrades from the analysts and the coming warnings, I see some light at the end of the tunnel. I hope it's not a train. I have been following this company for a few years. This thing has risen on momentum of the IPO, crashed on the loss of the JPC (that killed their domestic DSLAM business), SQUEEZED by a floorless convertible, risen on the promise of a REAL rollout of DSL and then crashed of the 'pop' of the tech bubble. Is it dead now, or is it going to rise again? I dunno. 'Depends on the financing and when the demand for DSL returns. The conventional wisdom is that the rebound will be in the fall but the conventional wisdom once said the world was flat. IF the get the $20 MM and they can lower their burn rate (they said they could) maybe they can ride it out. They said they were trying to do this with debt not equity. If they announce debt financing soon (PLEASE NO FLOORLESS!) then the stock could bounce. I hope Pi is right about Fuji. Are they still working with Fuji? All this assumes that the rollout really started and will continue after the ILEC's finish their bout of financial flu. I don't think you can get VZ (or anybody) to do the kind of deal you would like. They have WSTL as their primary suppler but they have others as secondary (EFNT, I think?) They don't make deals to keep suppliers afloat. They have multiple suppliers in case one sinks. It doesn't cost them anything that way. Oh, one other thing. You said "Personally I am much more interested in the optical build out over the long term,than DSL. However over the shorter term DSL is what will be available for many." I think "short term" could be >5 years. Most DSL offerings I have seen are 384 Kbits/sec or 768 Kb/s. The upper limit is 8 Mb/s. or 10-20 times what is offered today.The lowest optical rate is 155 Mb/s. The DSLAMs may not have optical interfaces. If I had an optical link today, I don't know what I would do with it. The costs have to drop by a factor of 10 or 100 to be affordable and a lot of infrastructure. I don't believe a lot of the "hype" about optics. It is going to take a lot longer to get fiber to the home than the "hype" predicts. The last mile is going to be copper for some time.

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