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Technology Stocks : Westell WSTL

WSTL 5.470

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2:03 PM EST

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To: Ed (IT Consultant) who wrote (8740)	1/3/1998 1:50:00 AM
From: Trey McAtee	Read Replies (1) of 21342

ed-- very true. i especially liked your read on the coax security issues. as many a government and political leader has shown, its not the reality people fear, its the perception. what is the basic, underlying argument for the telcos vs. cable is financial power. the RBOCs can loose money for years and simply drive cable (at least TCI) out of the market. for every MSFT wannabe willing to pump money into a cableco, there are ten investment banks willing to loan money on a handshake to a RBOC. good luck to all, trey

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