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

To: Harry J. who wrote (17128)	10/6/1999 10:00:00 PM
From: Neal Hopper	Respond to of 21342

Exclusive depends on whether the switches are newly replaced or exsisting. I would est gte & Bel are provisioning 3,000 to 4,000 a week min. Very shortly I would expected this number to double when AOL and others begin to come on line with their own DSL promotions. 3 drivers that will cause DSL to explode 1) the bottom is falling out of dial-up access fees. Look for major ISP to get aggressive on DSL to protect access revenues. 2) Voice on DSL (VoDSL) is an absolute CLEC's dream. Imagine if I ,the CLEC, with my OE equip could lease a (one) digital conditioned for $18.50 and explode that with DSL in to 21 phone lines. That is major economies. From my cage I could kill the market for small business communication in a mile & 1/2 radius. 3) Competition - The landscape for the RBOC is going to change drastically in the next 2 years. And they have no choice to spend and do what it takes. And it is going to cost a ton and will take a whole bunch. This isnt even the first pitch in the bandwidth to the masses game. Westell should be a winner But I would own ALA also.