[Dr. Tech]
I would hardly say Dr. is departed. He last posted Feb. 6. Sometimes, he doesn't post for weeks. He seems to usually post late at night. I agree with previous poster. Dr. Tech, in my opinion, really seems to have insight and some close to the source information on Westell happenings. I have looked over all of his postings on SI and the only ones that seem to be way off are his stock price predictions. Granted, all of them have not been publicized, but I would not be surprised if some of the info. has been kept under wraps. I think he underestimates the human psychology involved with this stock. There are probably a lot of so called "professionals" out there who have taken some really ugly losses on this stock the past couple of years. I think "GREED" would get them piling back in. I even think everyone would pile back in before profits happen, BUT Westell is SOOOO tight lipped with info! No one outside of the inner sanctum seems to know what is going on. I stiiiillll believe we could see a real explosion of info in the next month or two. Also, things could change rapidly when true wide scale interoperability happens. TI is wild card in the equation. Here are some thoughts:
1. TI / ALA / ADI interoperability. Maybe Fujitsu as well. I think that covers most chips used in ADSL today. Consider Westell's position. They have integrated TI(partner) and ADI, soon ALA, and wouldn't be surprised Fujitsu at GTE. ORCTF spoke on last CC about how easily they can change chip to operate with other vendors and are being forced to by customers.
2. BT: BT seems to be splitting their project down the middle ALA and FTEL. FTEL, at least in the trials was using both Westell DSLAM's and CPE. ALA could use Westell once chips are interop (prob. not but who knows)
3. Lucent 5ESS and SLC2000 and SLC 5. From what I can tell, it seems that in order to get ADSL in SLC2000 and 5, that the CO equip. needs to be either 5ESS or WSTL standalone DSLAM. Lucent has millions of lines covered by 5ESS and SLC's.
Note: Ski says no one is interested but refuses to divulge any info. as to the basis of his statement via private messages, e-mail, or on the board. Please own up!!!
4. DSC Litespan: between Litespan and Lucent, DLC market really covered. Probably means WSTL will at least get BEL CPE. Hey, not DSLAMs but when you are looking for economies of scale, this will probably be it. They may make small profit, but so what. BEL is early mover on this tech. Westell can really establish "BRAND" through them and get better economies than anyone else.
5. ALA/ LU / WSTL combo at other RBOCS like SBC and Bell South. ALA has probably been picking off all the "easy" lines at these places close to the CO. WSTL could pick up significant DLC business.
Sorry for length. OF course:
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All my opinion and not investment advice.
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HA HA
Everyone lighten up. Money comes and goes and means nothing when you are dead and in heaven.
MB |
