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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: Azeem Azhar who wrote (479)7/8/1996 2:29:00 PM
From: Techie   of 1365
 
Hi Azeem, what are you basing this info on? Especially the part about RBOCs not moving fast. The numbers you have sited look extremely conservative and in contradiction with what the telecom analysts are talking about. So please give us a little more details. Thanks.

>>>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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