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Should we talk about why is wstl is down or should you focus on why this companies low valuation is a short term joke....Why down, lets name a few in their proper order..their are no real ADSL analyst this company is followed by networking analyst(CSCO,ASND) who try to keep up with ADSL in case inst. get enough guts to get interested again....DMT chips still are not ready...PAIR on their CC said total ADSL lines for 1998 would be approx 200,000 total, thats funny PAIRs a HDSL company with no ready ADSL product or real orders, where did they get those numbers, competitors, ya right..PAIR has downplayed ADSL for the last time in a CC...ALSO CABLE HYPE....Yes their has been GS selling near 10 but who cares the stock is even to cheap for GS to sell now..Why own WSTL...The telcos have nothing else to defend against cable execept ADSL...More specific CAP ADSL right now and DMT later....BEL will market their ass off with WSTL product thru 99 and this will be because WSTL can deliver what they promise on time...When other RBOCs see BELs successful deployment they will fragment JPC and each telco will find its own vendor. DLC will be important and with DMT chips not ready you might see some DMT to CAP converts to get a deployment going before cable trys to eat their lunch. THis company has BT,GTE,LU,MOT,TXN,FTEL and DSC in its future....CAP is king right now! No other vendor has the ability to rack up $$$ on deployment like WSTL...BEL & BT are looking like they made fantastic strategic ADSL planning...The question is will ALA pay up to keep JPC intact because the telcos want customers not promises...And will LU let it happen....And can netspeed deliver for csco or were they just an appetiser...Mgt has positioned WSTL soundly for the future and would enjoy carrying that out...BUT the broze-coin family wants a real price and will eventually get it.... |
