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

To: Anthony Tsai who wrote (19434)	7/15/2000 8:38:33 PM
From: Anthony Tsai	Respond to of 21342

I checked out yahoo's WSTL thread of the first time today. I was amazed at the junk being posted there. Some people posting false information about brokerage firms initiating coverage of WSTL, when those brokerage firms do not even cover WSTL at all. I'm so glad that this Silicon Investor WSTL thread isn't like that. Anthony

To: Anthony Tsai who wrote (19434)	7/16/2000 11:06:56 AM
From: John Curtis	Read Replies (1) \| Respond to of 21342

Michael, et.al.: Basically I agree with the position of the bulls with regards to WSTL. xDSL has arrived at that critical juncture reached by all past communications technological innovations. That is, first the technology itself has descend the cost/research curve sufficiently to be considered attractive by all entities involved(LEC's/CLEC's/ISP's, etc.). Second, the consumer demand for higher bandwidth has ignited because of the internets increasing, domestic U.S., ubiquity(as well as across the planet in "tier 1" national telecommunications networks), not to forget the medium by which they access the 'net, and that is, PC's, lappy tops, PDA's, etc., have also reached that certain critical level of ubiquity. Third, providing this increased demand is no longer an open playing field for the monopolistic LEC's. They've cable and wireless competition to worry and contend with. You combine all three of these factors and you're staring at the initial stages of a hockey stick demand curve for xDSL products. And since the market has come to recognize this, just like it's beginning to understand the impact of advances in optics, softswitch technology, etc., it stands to reason the significant players in the sector should do well. At least in the initial phases. After that....well....we'll just have to wait and see. But as for now my bet is WSTL's equity price will do very well under the influence of that aforementioned hockey stick demand curve. As for A.G......welll......my bet is that since he has admitted to having xDSL technology in his(her?--ya never know here in cyberspace, heh) home that he fully understands this. How can it be otherwise? It'd be like Henry Ford owning a car, yet saying he doesn't see the average citizen ever having the need for one(uhhh...and this isn't to say A.G. is Henry Ford, heh!). The ID is just tweaking noses here as it appears this is what the ID likes to do. So it goes. Now let's see how next week unfolds... John~