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Technology Stocks : Westell WSTL

WSTL 6.010

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To: SteveG who wrote (8038)	11/26/1997 12:50:00 PM
From: bill c.	Read Replies (1) of 21342

SteveG: >> that ADSL will likely not get significant commercial airplay until going into the millenium. << ...While the timing of the market is difficult to ascertain, the size is somewhat easier. Assuming Westell wins all of GTE and half of BritishTelecom, the company will have access to 70 million lines (this includes Bell Atlantic/Nynex, which Westell has already won with DSC). If only 5% of these lines are converted to ADSL, Westell will be facing more than $1.5 billion in potential revenue. 207.183.153.206 I don't consider 5% deployment as significate commercial airplay, but 1.5billion for 5% deployment is significant revenue for Westell. Can we quantify the percentage when we hit mass deployment? I did hear GS indicated 1 million lines in 1999... or before 2000. If that comes true that's ~500million over 8 quarters = 62million/quarter... until later.

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