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

To: Im-patient who wrote (20325)	9/11/2000 7:45:41 PM
From: apollo_2000	Respond to of 21342

I was informed that COVD uses EFNT...can anyone confirm or counter? Yes you are right about COVD using EFNT,.....at lease 4 months ago when I called up and asked who they use that is what they told me. Maybe things have changed for the better. I could only hope they get smart and use the better modem made by Westell.

To: Im-patient who wrote (20325)	9/11/2000 8:04:28 PM
From: Leroyt	Read Replies (1) \| Respond to of 21342

I have COVD at home and have an EFNT modem. Got PacBell at work with an ALA modem with problems. Soon I will be trying a WSTL modem and hope for better results. later, leroyt

To: Im-patient who wrote (20325)	9/11/2000 9:43:39 PM
From: add	Read Replies (2) \| Respond to of 21342

COVD started using EFNT for ADSL last quarter according to EFNT. It is a very small piece of the pie for COVD. Most of COVD's biz. is SDSL and they buy those SDSL-modems from EFNT and NTPA. What I don't understand is that SBC already own the copper. If they do the marketing for the lines, then what does COVD do? They must just doing the provisioning at the CO. So what I don't understand is if SBC gets the customer through the marketing why don't they just provision it themselves. Funny thing is that COVD has to pay.( I think $10 one time fee, and then something like $5-$6/month for the line). Then SBC pays COVD ??!! and they are paying $100M/yr on average. If they have a million lines TOTAL, then that's $100/line or $8/month-line. Something doesn't add up. I don't see how it makes SBC any money. Well, it occured to me that the only reason is for regulatory relief. Of course SBC could do it w/ their sub, but then they would be getting into trouble. They are just paying COVD off. Any thoughts?