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Technology Stocks : Westell WSTL
WSTL 6.000-3.1%Jan 16 9:30 AM EST
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To: Trey McAtee who wrote (11893)7/3/1998 9:57:00 AM
From: hal jordan  Read Replies (1) of 21342
 
Trey,

Agreed, phase 1 deployment will be WSTL CAP based product. The question is how much will be sold in phase 1 before DMT kicks in. WSTL does not have a lock on DMT at BEL. This exposes us to risk.

I believe initial take rates will be low based on a combination of central offices that will get ADSL in phase 1 and pricing. Residential users will not cough up ~$69 or more for a high speed line. Don't forget NYC is not part of the initial rollout in '98. We lose tremendous numbers right there. Whoever wins the contract in August will be a good company to watch. Maybe WSTL will be one of the winners. Lets hope.

Hal
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