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Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?

To: Skiawal who wrote (17127)	10/6/1999 9:04:00 PM
From: Harry J.	Read Replies (2) \| Respond to of 21342

Ski, marc, steve, et al -- re: ISPs offering DSL in competition with the local bells and, now, COMS offering retail DSL modems. Last week, I read that USWest has 50,000 ADSL customers and wondered how many BEL has. USWest also offers video to some customers, I understand, and I wondered when BEL would. Then, today I got a massmail notice from PEPCO's joint venture with RCN Corp (RCNC) asking me (and others in WashDC) to use starpower.net as my local, LD, cableTV, and ISP company - kind of the bundle I thought BEL would get to once it digested GTE. There does seem to be a silver lining, however. RCN's website touts the Lucent 5ESS-2000 switch for its DSL service. I seem to recall that WSTL's modem sits on it but can't remember if it's exclusive. All in all, I'm feeling better about having sold my WSTL a few weeks ago; it's getting too complicated for me, and I think steve was right in wondering where the margins would be for WSTL and other suppliers. Now, if I could just kick the habit of reading you guys every day while looking for a re-entry point . . . Regards, Harry J.

To: Skiawal who wrote (17127)	10/6/1999 10:15:00 PM
From: Neal Hopper	Read Replies (1) \| Respond to of 21342

I would wait and see how really self install these modems are. Unless this is some different I would expect this to be G.joke II.. Why do I say this. 1) only 20% of the phone line are DSL compatible without reworking the network. So what happens when you or I spent $200 on a modem and the phone company tells us they cant support provisioning. 2) If Bel is like BLS the ISP will have its own forces to install modem and they will have their choice of CPEs....