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Technology Stocks : Westell WSTL

WSTL 5.670

-4.7%

Dec 5 9:30 AM EST

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To: Dug who wrote (14136)	11/24/1998 8:53:00 PM
From: Neal Hopper	Read Replies (1) of 21342

DugO,, I think I have Bellsouth Deployment figured out.. First 90% of their network is served from a DLC. Without a DLC solution, they can only offer to 2 out of 10 to maybe 3 of 10 phone lines. When the DLC solution gets here, the can increase the qualified lines to 8 out of 10 lines. Second feeding the ADSL from a DLC removes the load coils and bridge tap problems. Currently I would expect they are looking real hard a Lucent's AnyMedia platform. Why? the AnyMedia platform embeds ADSL functions in the switch. Also, I believe they are holding their breath until G.lite surfaces for real. I can say the Johnthan article on Jones Cable is right on. What's happening now is the cable companies are cherry picking the areas to service. When they get in a neighborhood they sell everything. All I can say. h

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