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Technology Stocks : Westell WSTL

WSTL 5.510

-3.0%

Nov 21 3:48 PM EST

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To: SteveG who wrote (8522)	12/22/1997 12:42:00 AM
From: bill c.	Read Replies (1) of 21342

SteveG: >> I don't think RBOC's will make this investment if they might have to give it up to CLECs in a year or so. But we are each certainly each entitled to our opinions on this. << What is a Tariff? Come 1Q98 BA and GTE will have tariffs for their ADSL service. By the way, BA already agreed to unbundle a certain % of their loop to merge with Nynex. Can you provide some URL's to support the RBOC's giving away this service below cost to the CLEC's? This is un-American... asking any group to take a loss. Once the RBOC's get their tariff's, they will deploy. >> Probably. Presumimg your 10% is a correct starting point, growing at projected 50%/year would put us 15% in 98. << Can you provide a URL stating over 10-15% today? Cable can install HFC at a 50% growth rate? It's taken them 3 years to get to 100,000 modems and now I see 50% HFC growth rates? They will never be able to support a 50% growth rate, they don't have the support organization. >> At 50% growth rate, cable will have 75% (of it's existing line #s) ready in 2002. << < grinnnnn > It would take the Telco's 40 years to convert it's copper plant to fiber, but the Cable guy can convert in 4 years, with their support organization? The chances of that happening is SLIM and NONE, and SLIM just left the building. Well it's getting late. I think we have to agree to disagree on a number of points... until later.

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