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

To: 4-UR-Eyes-Only who wrote (7630)	11/17/1997 10:50:00 AM
From: Joe Griffin	Respond to of 21342

AT LAST! Great news from GTE!!

To: 4-UR-Eyes-Only who wrote (7630)	11/17/1997 11:01:00 AM
From: Ken M	Read Replies (1) \| Respond to of 21342

>>Residential - 680 kbps/256 kbps, $125 per month, plus $250 installation. The service includes unlimited dial-up GTE Internet access, e-mail and newsgroups, five Megabytes of drive space on web server for personal home page, one e-mail mailbox, ADSL modem rental and 24 hour/7 day technical support. >>Business - 1.5 Mbps/384 kbps, $700 per month, plus $500 installation. The service includes unlimited dial-up GTE Internet access, e-mail and newsgroups, five Megabytes of drive space on web server for personal home page, five e-mail mailboxes, ADSL modem rental and 24 hour/7 day network monitoring and technical support.<< >>A high-speed T-1 line (1.544Mbps) links the telephone equipment room to the Internet.<< Are these guys nuts or what

To: 4-UR-Eyes-Only who wrote (7630)	11/17/1997 11:20:00 AM
From: SteveG	Read Replies (1) \| Respond to of 21342

<GTE Communications Corporation, a newly formed competitive local exchange carrier and unit of GTE, today announced that it has begun commercial deployment of asymmetrical digital subscriber line (ADSL) service in Southern California...> Here is my typical cautionary interpretation of this announcement. Irrespective of whether it goes to WSTL/AMTX or whether it is for more than, say, 50K lines, this announcement from the CLEC division of GTE indicates the hesitancy of GTE Networks (the far larger LEC division) from making any kind of full deployment committments until the supreme court appeal is completed. Even though GTE Networks claims that the existing 4 area LEC trials will be converted into full service in 98 Q1, the high cost (of the CLEC version - $125/month for 680Kbps downstream and $700 for 1.5Mbps down) supports for me the thesis the press has been offering - that we are not near prime time for this technology (irrespective of optimistic blurbs to the future in this release). Of further interest, the emphasis on tenament and dorm style service indicates a corporate eye on potential VDSL service (which NEEDS these kind of short distances for the bandwidth video demands). It seems GTE may be hoping to compete with cable by offering video to some apartment style buildings. Cable of course, is planning to offer voicetone. This will be an interesting battle, but the billions being poured into cable's clean, new, un-bridge-tapped and un-load-coiled HFC will hook up a LOT of new homes with 2way, offering better prices and performance than ADSL. * Note, Consistent with my current opinions (which can change quickly as data presents itself), I am neither long nor short any ADSL stocks presently, but do have a position in cable company CVC, and am considering a position in HLIT (which provides integrated FO transmission systems for HFC cable) Steve

To: 4-UR-Eyes-Only who wrote (7630)	11/17/1997 1:53:00 PM
From: hal jordan	Read Replies (2) \| Respond to of 21342

This is a pretty poor announcement to me. 1,000 users out of one complex. This says nothing about WSTL being the prime choice for a major future rollout. In other words, the PR still has the underlying sentiment of "trial" pasted all over it. Those residential rates are horrible. I know its cheaper than T1, but what normal customer in their right mind would pay $125 a month for Internet access. How many of you on this thread would pay that if available in your area immediately? (out of your pocket--not your company's.) I am still long WSTL, but this is terrible. If this is one of those 3 contracts its pathetic. Just look at PairGain in Phoenix for a comparison of how a real rollout announcement sounds. Hal