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Technology Stocks : Westell WSTL
WSTL 5.510-3.0%Nov 21 3:48 PM EST

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To: Jim Tao who started this subject6/19/2001 12:54:11 PM
From: Shaw  Read Replies (1) of 21342
 
On a separate note, from the Level3 warning.

Yesterday a guest on CNBC, felt that the RBOC's will do better than people expect.

That outlook jibes with the what a rep. for Verizon said. She said Verizon is not holding back their roll out of digital broad band, but rather has made the roll out the company's main focus. It would seem that Verizon is using this slow down time to grab mkt. Share.

One can imagine that Verizons broadband roll out game plan, is occurring at some of the other regional Bells. If your a big boy provider, don't you want to be scooping up customers, while other smaller broadband communications concerns are struggling.

The market says that DSL is not a hot story anymore. It is old hat. But for many customers advanced digital broadband remains their most likely opportunity for broadband access.

So my interest in WSTL has to do with following the broadband roll out story, to the place where it is still active. Who cares if advanced DSL is the lower end of the broadband story, because according to some, its the end that is working.

WSTL may seem to be teetering on the edge, but I still think it can pull through, because as many have said here, WSTL's largest customer's are the RBOC's, the Regional Bell operating co.s.

To me advanced DSL is still an interesting story, because its a communication transport system, that I imagine will continue to get upgraded, and will be the communication system, that brings present and future interactive technology products to the edge, where the most customers are.

From a recent WSTL news release. "PROACT3 and MegaJack platform represent an evolutionary revolution in the configuration of the DS3 network interface," said Bill Murphy, Vice President, Product Management, Westell Telco Access Products (TAP) Business Unit. "We're offering customers more options, more functionality, more flexibility and more remote management capability," he said.
"We allow service providers to ease into this new platform by enabling today's deployment configuration in the same space that supports tomorrows functionality," Murphy said. MegaJack, PROACT3 and all other MegaJack components enhance DS3 service provisioning and maintenance, enabling development of new technologies and provide a platform capable of supporting DS3 network interface requirements well into the future," he added."

Check out the most recent posts on Yahoo, they are encouraging.
34183 Lull before financing news
mark43728112 06/19/01 12:27 pm EDT
34182 Broadband legislation
flyersrule_2001 06/19/01 11:05 am EDT
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