<...I think BA will roll out RADSL, no planned DMT quite yet. However, I am ever cautious of announced contracts for a rollout that has not occured yet, not even slated to start for probably another six months. We know anything can and may happen in the course of events. If (and I do mean this is a big IF) WSTL were to lose the BA contract, it would be the end of WSTL as an investment vehicle for ADSL. The street would execute them on the spot. That said, I still think WSTL could be an outstanding investment when the BA rollout materializes and the street sees the "real thing" instead of future talk. It is now a matter of wait and see...>
I agree. As I posted earlier, the Bells are not unknown in the postponing, changing and cancelling of contracts that ARE specific re:#lines/deployment dates, let alone the OPEN ones.
And I also agree that losing BA would be a pretty substantial blow to WSTL.
Having spoken with a number of knowledgable players in this space over the last year, I still think RADSL CAP is a better solution. But it's only a matter of time before the DMT rack power densities come down, and there does seem to be both a telco desire for a standard as well as a desire to delay deployments.
Did you see last week that Globespan was going agnostic? ( techweb.com )
IMO, this says a bundle about what the RBOCs have decided, smart or not.
Thanks for weighing in. Any insights on the existing RBOC CO-to-field DLC ratios, at least on the east coast?
Regards-
Steve |
