To all
Based on my limited knolwedge in this industry, and due to the fact that I have a significant position in Westell ( The DSL horse that I chose to ride), it is becoming more apparent to me that Westell products , with their limited speed, 64kps Up/ 1.5 Mps down (compared to other companies) are reaching obsolescence before they even see the light or the consumer. And if I was the CEO of a Telco, who wants to make a major investment in the xDSL technology, I would definitely be looking for the company that gives me the highest speed/ cost involved. And it looks, at present, that Westell will be a the bottom of my list.
I am pretty convinced that DSL technology will prosper, the question is which horse will come first? And do you think, in the final analysis, there will room for small fish specially when you are swiming with sharks , like 3COMS, CISCO, and others
Any comments ??
Ahmad |
