Westell WSTL Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Westell WSTL

WSTL 6.080

-1.8%

2:49 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Leroyt who wrote (11038)	5/28/1998 2:29:00 AM
From: Trey McAtee	Read Replies (1) of 21342

leroy-- i too have read the dvorak column to which you refer. it is very naive. the problem is that the cablecos are able to enter the market with out so much as a regulatory handshake. that will change. the factor here is that the telcos will soon have the regulatory details sorted out. once that is done, the cablecos will feel the full force of the combined (both LD, CLEC and ILEC ) legal departments. while xDSL is deployed thoughout 99 and aught, expect lawsuits delaying the cablecos. as for cannablizing current services, xDSL is easier to provision than ISDN for instance and the growth rate is MUCH higher. the telcos may be exchanging a $300/month revenue stream for a $150/month revenue stream. the problem is that more people will buy the service at 150/month. this is just an example. its a case of volume making up for monthly revenue per line. dvorak, while a very interesting read, is often incorrect. good luck to all, trey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next