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

To: Tim Luke who wrote (20226)	8/28/2000 1:59:42 PM
From: Anthony Tsai	Respond to of 21342

UBS Warburg says today that they see 2 intermediate and long term trends in helping DSL deployment. They say the following: 1) ISPs will end up dealing with inventory and procurement of modems, which will be a potential THREAT to EFNT & WSTL, as they dominate RBOCs. 2) D-CLECs are hard at work investigating the possibility of accelerating the emergence of a PC OEM soft DSL modem world. This will result in DSL modems being virtually "free" when incorparted directly into the PC. Cause of this, WSTL is weak today. Enjoy, Anthony