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Technology Stocks : Westell WSTL

WSTL 5.510

-3.0%

Nov 21 9:30 AM EST

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To: bill c. who wrote (7676)	11/19/1997 1:08:00 AM
From: SteveG	Read Replies (1) of 21342

< Is it a fair evaluation of both technologies?..> Well, I am still looking for the "CEO summary" <g>, but I struggled through a lot of it (still functioning in overload mode these days). It seems that their figure 2 graphic overlays a lot of text, so I saved the text only to my HD to complete. Several things - it DOES look pretty thorough, and is likely largely accurate. It IS old (seems like early 1996) and it DOES have some expected ADSL bias (for one instance, cable modems will likely interoperate). Otherwise it seems like a decent reference. The most pressing point (IMO) is the consideration of copper pair to cable ratio. (They have as 400 to 6. I think it's more like 700 to 12.) But this does NOT take into account lines that are NOT ADSL capable. The question is, how quickly will we deploy/upgrade the cable infrastructure? With billions of dollars being thrown at it (and the Forum piece estimates costs of approx. $200 per cable line), I suspect that in the major markets that HFC cable is going into, there will be a significant (and I believe largely successful) battle with ADSL for bandwidth dollars. Thanks Bill. Steve

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