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Technology Stocks : Westell WSTL
WSTL 5.760+0.2%3:47 PM EST

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To: sargent who wrote (13813)11/2/1998 1:46:00 PM
From: Trey McAtee  Read Replies (1) of 21342
 
sargent--

well, a lot of people are talking about this. for so long we have heard nothing but coax, and now we are finally seeing real DSL deployment, and its bigger than expected. IMHO, high speed data stays over a phone line. despite the crap abount convergence, a TV is still going to be a TV. sure there will be enhanced TV services over a data network, but as a whole i see no reason for the TV to become a computer.

what makes TV so great is the ability to go brain dead and just sit in front of it for hours. there is a limit to how much people want to do with a connected TV<G>.

there is also the issue of the RBOCs saving their business. i dont think they are too excited by the idea of IP telephony over cable. so they are going to be very agressive with all this, and they can afford to be. at any rate, saying one will win and another will lose is pointless, IMHO. i think both will do very well in their seperate markets.

thanks for the heads up on the article. the only question now is will WSTL be a part of it?

good luck to all,
trey
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