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Technology Stocks : Westell WSTL
WSTL 6.450+17.9%11:34 AM EST

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To: Michael Perez who wrote (9457)2/24/1998 7:35:00 PM
From: bill c.  Read Replies (1) of 21342
 
Michael: I remember having this conversation about GTE and BA in January. BA and GTE are both starting with the splitter. Can you find me a single URL to suggest that GTE and/or BA is going with a splitterless technology in 1998? I haven't seen a single article to support your claim. This first article talks about BA's mid-98 deployments....

..Bell Atlantic has long been planning an aggressive DSL deployment. "Last summer, Bell Atlantic indicated that starting in mid-year '98, it was going to be in the commercial deployment of DSL technology," Plumb said. "That's on track. This idea of a consortium that would, through these standards, try to accelerate deployment and make it affordable, [something] that's motherhood and apple pie."

DSL technology was originally thought to be a way to squeeze video signals into twisted pair. "It turned out the assumptions we began with just didn't prove in, and we were wrong," Plumb said. "We realized pretty early on [that] ADSL was never really an end-game for video."

He added that Bell Atlantic has been testing ADSL Internet access in northern Virginia since September 1996, delivering data downstream at 1.5 mbps with a 64-kbps upstream return.


exchange2000.com

Michael: The GTE-ILEC or GTE-CLEC will deploy in the GTE owned Central Offices. If the rules governing reselling of the equipment by the GTE-ILEC isn't in GTE's best interest, the CLEC division will place Westell equipment in those CO's. The GTE-CLEC will own the equipment and GTE doesn't have to resell that service. GTE has it covered on both angles. The GTE-ILEC division hasn't announced an equipment vendor yet. The GTE-ILEC is trialing Westell and Amati equipment in a number of markets.

The GTE-CLEC is in deployment mode, not trial mode. They will expand into 16 states before the end of 1998.

... GTE Communications Corporation, "the C-LEC", will commercially offer the ADSL OnSite service in numerous key markets throughout the country over the next year. TeleChoice has been apprised that GTE plans to offer OnSite in 16 states total before EOY '98. Further information relayed to TeleChoice indicates that GTE has no plans to wait for DSLAM deployment. The company's regulated local exchange carrier, GTE Network Services, continues to provide ADSL service to customers in Texas, Washington, North Carolina and Indiana as part of its ongoing industry-leading trials. GTE Network Services plans to convert its trials into full-scale commercial deployment in the first quarter of 1998, pending regulatory approval...

telechoice.com.

>> Maybe what GTE really meant was that mid 1998 will be the year they expand their small trial to maybe 300 homes, because no one is geared for mass deployment. <<

TI certainly didn't indicate this. GTE believes 1998 is the year. Westell indicated that they had one additional customer they couldn't name yet. I believe it's the GTE-ILEC and Lucent will get the contract reselling the Westell equipment. Large Telco's like BA and BT aren't giving a 1000 employee company a 20 million line region. Westell needs to work with system integrators, like LU, DSC and Fujitsu, to get the GTE-ILEC business. That's my guess, who do you think will get the GTE-ILEC contract?


exchange2000.com
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