Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bill c. who wrote (7401)	10/29/1997 7:37:00 PM
From: bill c.	Read Replies (1) \| Respond to of 21342

Curlton: I finally found that old post: exchange2000.com .....Here are some of my concerns. 1) In X years down the road, when home ADSL units are sold at CompUSA... and you have a Westell modem sitting beside a COMS modem on the store shelf, which modem are you going to purchase? 2) I see Westell sharing profits on the DLC side with Lucent, DSC, and AFC and now sharing profits on the customer modem side with COMS. This is a big market, but Westell seems to be sharing the profits on both ends now. 3) Did anyone notice the release version of the Westell DSLAM which will be released in 1Q98.... Version 1.0. Isn't a 1.0 usually the first release of a production product? What release is out in the field today... Version 0.5? I don't think of a 0.5 release is a production mass deployment product.... I could be wrong on this one. Lets take this one step forward.... what is Westell going to sell to BC and BT a V 0.5 release?... contracts may be signed, but will deployments start with a pre-V1.0 DSLAM device? 4) How does a Westell/COMS partnership work... if COMS builds the Westell solution into it's products, does Westell get a few $$ for every device sold? Westell is letting COMS into a 40 million customer region, they should be able to work a good deal.... I hope... until later.