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


To: kolo55 who wrote (20307)9/9/2000 2:36:20 PM
From: add  Respond to of 21342
 
Paul,

My guess is that WSTL is #1 in external ADSL modems worldwide. The numbers I don't have are the number of internal ADSL modems shipped. EFNT is shipping a lot of internal ADSL to Korea. They haven't filed their Annual, I guess they are going to wait until the last minute to do so. I'm hoping they will have info in there. BTW, looks like Compaq makes their own line cards in their internal DSL modems bundled w/ the Presario.

I'm not even thinking aboutr the SDSL market. My guess is that it about 1/5 to 1/10 the size of the ADSL market in terms of units shipped.