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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.720+2.5%Nov 7 9:30 AM EST
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To: j rector who wrote (473)7/8/1996 1:23:00 PM
From: Azeem Azhar   of 1365
 
The RBOCs won't move fast. We won't see more than 50k ADSL lines
in operation by end-97. Ameritech had some figures suggesting only 1000 lines in (commercial) operation in their area (18m pots) by end 1997 - and only rising to 15k by end 1998. This is proll'y a little conservative, but I wouldn't think the ADSL manufacturers expect to hit oil for another 21 months, at least.
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