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Technology Stocks : Westell WSTL
WSTL 6.160-3.0%Dec 15 3:31 PM EST
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To: bill c. who wrote (8041)11/26/1997 4:34:00 PM
From: SteveG  Read Replies (1) of 21342
 
<Westell's CAP will be deployed at BT, BA and GTE before 1999.>

This may be projected, and may well happen, but it wouldn't surprise me if this was NOT the case - that even expected CAP deployment was delayed as a result of both the regulatory issues, and the general RBOC delay of ADSL deployment.

<They really don't concern me as much with BA and BT..>

Deployments certainly MAY go as currently expected.

However, MY intuition is that IF an RBOC feels it CAN delay, they likely WILL (and since they CURRENTLY control their bundles, they are not under competitive pressures - and UNTIL the unbundling issue is resolved - probably in 98 to 99 by the Supreme Court - they WON'T feel much competitive pressure)

My 2 cents anyway -

Have some great holidays everyone!

Steve
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