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

To: Michael F. Donadio who wrote (19835)	8/3/2000 11:17:58 PM
From: Michael F. Donadio	Respond to of 21342

FCC gives cautious thumbs-up to broadband market dailynews.yahoo.com Thursday August 03 10:00 PM EDT By John Borland, CNET News.com Federal regulators today gave their yearly pronouncement on the state of the high-speed Internet: It's coming faster, but it's not there yet. The number of cable modem subscribers jumped by 150 percent in 1999, while high-speed telephone line services shot up 380 percent last year, the Federal Communications Commission said today. But that growth was still mainly in high-income areas, threatening to leave rural and inner-city neighborhoods behind, commissioners warned. "We see some encouraging trends," FCC Chairman William Kennard said in a statement today. "But the data in the report show, even at the aggregate level, that rural areas and low-income areas are much less likely to have access to advanced services." Nevertheless, regulators said they saw no need to take any immediate action to help fill gaps left by the market, other than to find a way to get better data. The agency is already working to address these issues on several fronts, including looking at whether new rules are needed to improve access to cable networks and ways to improve use of wireless spectrum. Today's report is the FCC's second annual report to Congress on the state of the broadband industry. Following last year's lead, the report concluded that high-speed Net services are being installed in a "reasonably and timely fashion overall," even if there are problem areas. That conclusion bolsters Kennard's pursuit of a largely hands-off Net regulatory policy during the past few years, for which he has drawn considerable heat from consumer groups and some Internet service providers that believe the cable and telephone giants have acted unfairly. The commissioners did note today that their data needs to be more extensive, however. The surveys done for the report asked telecommunications providers to report whether a single individual subscribed to broadband services within each zip code. That's not enough to dig deeply into the demographics of use or to determine how well each community is being served, the commissioners said. "The available data do not provide a full and accurate picture of the state of deployment," commissioner Gloria Tristani, who registered similar concerns last year, warned in her own statement. "The data...suffer from several weaknesses that undermine our ability to draw well-supported conclusions and to identify with specificity at-risk communities." Michael

To: Michael F. Donadio who wrote (19835)	8/4/2000 12:59:50 AM
From: P314159d	Respond to of 21342

And there is this. Europe's broadband Internet access will soon take off, says new report Semiconductor Business News (08/01/00, 04:24:30 PM EDT) AMSTERDAM, the Netherlands--Only 0.2% of European households had broadband access to the Internet in 1999, but more consumers are jumping aboard high-speed links to the Web as cost falls and infrastructure spreads across the continent, said a new report from Forrester Research B.V. The research firm here predicts that broadband Internet access will grow to 18% of European housholds, or 27 million subscribers, by 2005. Chip makers are counting heavily on the rapid growth of broadband Internet access through digital subscriber line (DSL) connections and cable modems. In Europe, Scandinavia will match the U.S. in the level of broadband access with penetration levels of 36-40% by 2005, according to the Forrester report. Germany's broadband Internet penetration level will be at 25% in five years, the report said, and the U.K. will be at 20% while France will be limited to 11%. "To date, broadband has been unavailable, unaffordable, and uninteresting to Europe's masses -- but change will come fast," said Lars Godell, analyst for Forrester. "Competition will radically expand coverage as cablecos and telcos battle it out. Forrester expects access prices to sink below 30 euros [$28] per month in 10 of 17 European countries by year-end 2002." Forrester said it expects cable modems and copper technologies like ADSL to share 80% of the total European residential broadband market by 2005, with asymmetrical DSL in the lead with 53% of all broadband connections. Note: Remember from the CC, that UK is a six month lag, thus this qtr it would be expected that the CPE sales volume to UK would emulate two qtrs back or the 16.6m qtr of last for CPE. I would peg it at 10 to 15m easy with 17m upside. This is mostly an additive figure to past qtrs. AND you must remember that the CO side will generate a similar sales figure upside for the Transport product area (MZalluded to the TSG growth). So yes this will contribute to the upside. MD, I am sorry you got so PIssED offat my analysis of the company and the market's reaction, I just call 'em as I see 'em. I expected a rather benign move down from and we got another collapse. i ws only trying to explain what a trader might think on this. Insider sales and a downgrade from hell smells real bad. Smells like the skunk splatter guts on the side of the road. But I have faith, 10 Nov 25 calls, 10 Sep 20 calls, 5 Nov 30 calls as an add. 5 Feb 20 calls,and 5 Feb 25s, plus stupid common. Dumb