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Technology Stocks : Westell WSTL
WSTL 5.570+1.1%3:57 PM EST

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To: Jim Tao who started this subject6/17/2001 1:28:12 AM
From: Shaw  Read Replies (1) of 21342
 
I have been concerned about how much the improvements in wireless broadband, will encroach on the wired broadband mkt.

Apparently the wireless mkt has its limitations because of the necessity for line of site.

"GSM] Maybe this is an apples-and-oranges question, but is fixed-wireless broadband superior to cable and DSL?"

"[ZS] There's no one distinct answer — it depends on the situation. First, wireless has the advantage of being symmetric [high speed in both directions], while DSL and cable, in most cases, are asymmetric. Another disadvantage of DSL is that it can only travel short distances [from the central office to the end user] compared to wireless. But a disadvantage of wireless is that you need line of sight. If you don't have line of sight with wireless, the distances are even shorter than ADSL. So when to deploy what depends on various scenarios. "

The above came from a recent Multitext report with the BreezeCOM's Zvi Slonimski
President and Chief Executive Officer
Interviewed by George S. Mack
BreezeCOM (BRZE) started out in 1993 manufacturing and offering products for wireless local area networks (LANs), mainly in the niche market of building-to-building connectivity. However, in 1998 the Tel Aviv, Israel-based telecom-equipment company discovered a huge market for wireless-broadband access to the small office and home office residential market.

Also ZS didn't mention that ADSL up loads much faster than DSL or cable and thus is far more symetrical by comparison. Also don't WSTL's modems have a greater distance capability than their competition.

Also else where in the report ZS talks about the difficulty of installing Wired broadband, but based on the little reading I have done, I believe the latest generation equipment in the industry has improved that situation. I believe some of WSTL's latest equipment addresses this area. From the posts on the boards, others want us to realize that the latest generation connection equipment represents a large growth mkt for WSTL.

So it would seem up grading wire to ADSL broadband still makes sense. Where as in places like China where there is very little copper wire, wireless makes sense.

Common sense says that there is alot of copper wire out there that is in reach of ADSL, so this is still a big mkt., but I assume with the down turn less players for WSTL to compete against.

Now if only some lender could see that there still is a solid future here for WSTL, and that the roll out by the big players that own the copper lines is starting to crank, if we can believe the Verizon rep. Her message was that Verizon's roll out of digital broadband is the company's number one focus right now.

She also said that Verizon actually reads the message boards to see the ideas that come forth. I hope in my own shooting from the hip way, something good will come out of my efforts for WSTL.

I say an opportunity to lend some positive energy to a situation that I thought deserved it.
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