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Technology Stocks : Westell WSTL
WSTL 5.510-3.0%Nov 21 9:30 AM EST

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To: Jim Tao who started this subject7/27/2001 2:48:37 PM
From: Shaw  Read Replies (1) of 21342
 
This morning, I finally had my chance to talk to Bill Knoll, WSTL's head engineer, he seems like a really nice person.

My instincts were on the money, as to part of the general path, an integrated broadband architecture might take.

WSTL is involved in looking at the integration of wired broadband, to wireless broadband.

I found out, it is possible to go from wireless broadband to ADSL.

I can't answer many specific questions, because I was careful to keep the conversation, on the more general concept level.

One other area that came up though, that sounds promising, is the larger capacity of other wired systems, apart from ADSL, that will better support the coming multi media, interactive world.

I asked Bill if WSTL could diagram for us on their Web site, some of their more recent broadband thinking and solutions, when it is appropriate for that information to become available.

Lastly I came across a wireless broadband co. that seemed to have some savvy and passed that on to Bill.

Now that I know that it is technically possible to go from broadband wired and to broadband wireless and back to broadband wired, then the possibility of integration of the two forms of broadband wired and wireless is no longer in doubt for me.

This gives WSTL's expertise in wired broadband at the edge, more relevance, since wired broadband can act as a bridge and or path for traffic, as it hops from wired broadband to wireless and back.

Now it comes down to what leverage WSTL can use to form alliances with various other key broadband equipment players, in order to form a group that can provide a one stop integrated solution, for broadband at the edge.

For me WSTL's existing relationships with large quality customers is a key strength, that will allow them to attract alliance partners, as well as their existing products and expertise.

But WSTL must keep the ball rolling so that they can be one of the co.s that leads the integration of broadband at the edge, thus continuing to retain and attract new customers.
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