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

To: Bruce Mapes who wrote (7639)	11/17/1997 1:07:00 PM
From: Ken M	Read Replies (3) \| Respond to of 21342

>>I agree. I pay $29.95/mo. for 10Mbs cable modem access. << IMO Price is only part of the bad news. They are touting big bandwidth and then tell us they are connected to the backbone with a T1. The FCC will do a double take on this news. At this time I am long Westell

To: Bruce Mapes who wrote (7639)	11/17/1997 1:14:00 PM
From: jim detwiler	Respond to of 21342

The DSL market is being driven by announcements, not major deployments as of yet. On the other hand, Bell Atlantic, Telecom Italia, Bell Canada, QuebecTel, US West, PacBell/SBC and a few other carriers are deploying some flavor of DSL-based service. Others, including GTE, will be announcing their respective plans over the coming months. Westell certainly won't win every contract, but then they don't have to. With 700 million copper access lines worldwide, every 1% market penetration translates into $2 billion in equipment sales. We characterize the market roll-out as moderate in 1998 (hundreds of thousands of lines) and volume (millions of lines) in 1999. By virtue of its relationships with Nortel, DSC, Lucent, Fujitsu and Siemens, Westell (including Amati) has blanketed the major telecom equipment vendors.