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

To: Sir Auric Goldfinger who wrote (19416)	7/15/2000 12:04:13 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 21342

<< but give us a real killer app, not a list of lightweight ones. Think real hard, 'cause you know I can skewer your lightweight ones... >> Auric, The model I have been following for the last 5 years is SUNW's, and the reason I'm in DSL. 'The network is the computer' only works with high-speed -- real-time interfaces. Applications sitting on your hard drive will soon be history, as well as local storage. The applications and storage will come via the network -- ALL APPLICATIONS and ALL STORAGE -- (local storage and applications will be in the same proportion as those survivalists who have generators in their houses instead of relying on the power plants) and the network must be robust enough to provide for real-time interfacing. Fiber to the curb or home is 40 years away, but the NETWORK IS THE COMPUTER in NOW with DSL. (Also a good reason to invest in SUNW which is my favorite stock). DSL is the only way to get secure and reliable high speed connections to the home NOW. Cable is there too but lacks the security model of DSL and is variable in performance. It is this that will drive DSL. I disagree with you about DSL growth. June is the inflection point for ILEC deployment. The changed FCC regulations extend to the stupid ILECs monopoly rights. SuperComm was abuzz with not only DSL for internet connection, which is small potatoes, but VoDSL which is where the real money is to be made and WSTL is right there with its development via Virata. Michael

To: Sir Auric Goldfinger who wrote (19416)	7/15/2000 12:37:12 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 21342

Auric, As far as WSTL having a "sheety business model", the financials will speak for themselves. I thought I would post an interesting viewpoint about WSTL vs EFNT I just read on yahoo. Kind of the man in the street commentary: <<"okay as someone who is looking by: truebeleef 7/15/00 7:40 am Msg: 15885 of 15889 at investing in DSL equipment suppliers i have been looking at the difference of EFNT and WSTL. I recently set up my DSL<this week>, i hadnt recieved my filters for jacks so i called Bell Atl. While on the phone with one of the support personel i found out that the WSTL modems are being pushed at this time due to problems that arose from EFNT's internal modems among other reasons. GTE and BELL as we all know have merged, this is interesting as i noticed a news story on GTE and WSTL a little while back. Second thing that i thought was interesting is that BELL ATL. was told to put a hold on thier current expansion of DSL accounts in the market until Sept. This is interesting as we could very well see an explosive 2nd or third QTR in WSTL since they are the vendor of choice at this time at BELL ATL. Also of note was that the support personel told me they are signing accounts up at unbelievable rates. As far as financials i was looking at EFNT's and WSTL's yahoo research and found a few things of interest. 1) WSTL has beaten est. in 4 of the last 5 qrts, and EFNT has missed estimates in i believe 3 of the last 5 qtrs. 2)WSTL's estimates have been upgraded over the 90 to 7 day periods as EFNT's have been downgraded over that same time period. 3)as far as a valuation concern i noticed that EFNT has surged whereas WSTL has until recently been stagnant, WSTL in my opinion has more upside to it at this time over EFNT based on these facts and others i have without a doubt found the company i will be investing in on Monday morning. I am also expecting another price surge with EFNT coming in with numbers, and if all goes well there expect WSTL to move up in simpathy of EFNT's numbers.">> messages.yahoo.com I hope to find GOLD in WSTL, Michael

To: Sir Auric Goldfinger who wrote (19416)	7/19/2000 10:07:57 PM
From: LiPolymer	Read Replies (3) \| Respond to of 21342

Just one of the many "killer apps" to be facilitated by DSL... cbs.marketwatch.com Blockbuster, Enron in VOD deal By David B. Wilkerson, CBS.MarketWatch.com Last Update: 6:54 PM ET Jul 19, 2000 NewsWatch Latest headlines HOUSTON (CBS.MW) - Viacom's Blockbuster video retail unit and Enron Broadband Services have agreed to a long-term pact to distribute movies-on-demand from Blockbuster's gigantic library, the companies said Wednesday. Financial terms were not disclosed. Under a 20-year deal, Enron and Blockbuster will launch the service in several U.S. cities by the end of this year. Next year, Blockbuster plans to add other domestic and international markets to that list. Consumers will be able to choose movies through an on-screen display, and gives them VCR-like control (pause, rewind, stop) of those selections. The video-on-demand service will be streamed into viewers' homes via high-speed digital subscriber lines (DSLs). Listen to an interview with the CEOs of Blockbuster and Enron. Shares of Blockbuster (BBI: news, msgs) lost 1/16 to 9 15/16, while Enron Corp. (ENE: news, msgs) added 1/16 to 72 9/16. Blockbuster shares are close to their 12-month low, but analysts say Wednesday's announcement should have been a catalyst for the stock. See Media Report. Viacom (VIA.B: news, msgs) stock rose 1 9/16 to 68 1/16. (Through its CBS unit, Viacom owns a significant stake in MarketWatch.com, the publisher of this report.) Blockbuster will provide content for the service and market to its customers. The retailer will also sell DSL through its nationwide network of stores. Enron will handle the encoding and streaming of the service over its broadband network infrastructure, the Enron Intelligent Network. Enron will also store the entertainment content and provide customer service. The service will be expanded to other entertainment categories, including games and Internet services, which can be accessed either through the television or PC. "These agreements," said John Antiocco, chairman and chief executive of Blockbuster, in a statement, "give first-mover advantage to the involved companies that should enable each of us to capture a significant share of what industry experts project will be a multi-billion dollar annual business. It's the ultimate 'bricks, clicks and flicks' strategy." Verizon (VZ: news, msgs) (formed by the recent merger of Bell Atlantic and GTE), SBC Communications (SBC: news, msgs), Covad Communications (COVD: news, msgs), Qwest, Telus and ReFlex combined to design the architecture for the distribution of the service. "With Blockbuster's extensive customer base and content, and Enron's network delivery application and the capabilities of the distribution providers, we have put together the 'killer app' for the entertainment industry," said Kenneth Lay, chairman and CEO of Enron.