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

To: LiPolymer who wrote (20331)	9/11/2000 10:18:30 PM
From: John Curtis	Read Replies (1) \| Respond to of 21342

Lipoly: Exactly so. COVD's relationship with SBC is identical to all other CLEC styled companies. SBC owns the copper (except in buildings COVD may have placed a presence, if this idea is applicable at all), and will sell it at "wholesale" rates to COVD. COVD marks it up, and resales it to their customer base with the proper "feature treatments" in place and functional. So in the case of reuse of existing twisted pair to provide COVD's service, SBC's technicians will insure the pair is properly "tweaked" (load coils removed, etc.), and COVD will most probably be responsible for delivery and installation of the end equipment, as well as being responsible for plugging the twisted pair into their colo equipment via a hand-off from SBC. In the case where new twisted pair facilities must be delivered, once again SBC's tech's will be involved, and COVD's tech's will deliver the end equipment and accepted hand-off of the facility at their co-location point in SBC central offices. This is all routine and standard in the CLEC/LEC world. And I agree with your pie analogy. SBC has an aggressive roll out planned with Project Pronto (imho). One this announcement seems to be acknowledging cannot be fulfill without using other....venues and partners (either this, or they want to get an even bigger jump than Pronto indicates). So they grab one big slice of pie themselves using WSTL as already planned and projected. And they grab another big piece of the pie with the agreed relationship with COVD. Win win for everyone as far as I can tell. Now let's see if the market understands this, too. John~