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

To: SteveG who wrote (8038)	11/26/1997 12:50:00 PM
From: bill c.	Read Replies (1) \| Respond to of 21342

SteveG: >> that ADSL will likely not get significant commercial airplay until going into the millenium. << ...While the timing of the market is difficult to ascertain, the size is somewhat easier. Assuming Westell wins all of GTE and half of BritishTelecom, the company will have access to 70 million lines (this includes Bell Atlantic/Nynex, which Westell has already won with DSC). If only 5% of these lines are converted to ADSL, Westell will be facing more than $1.5 billion in potential revenue. 207.183.153.206 I don't consider 5% deployment as significate commercial airplay, but 1.5billion for 5% deployment is significant revenue for Westell. Can we quantify the percentage when we hit mass deployment? I did hear GS indicated 1 million lines in 1999... or before 2000. If that comes true that's ~500million over 8 quarters = 62million/quarter... until later.

To: SteveG who wrote (8038)	11/26/1997 2:22:00 PM
From: hal jordan	Read Replies (3) \| Respond to of 21342

Steve- I have found your comments to be insightful and accurate. I have the same considerations and beliefs--especially: >that ADSL will likely not get significant commercial airplay until going into the millenium.< You can bank on that brother. To me, WSTL and any other xDSL stock is currently a short term trading opportunity at best. Major deployments won't happen until 1999 (IMHO). Until deployed, I do not see any of the vendors as being anything more than speculative plays. I do however, have great faith that xDSL will take off like a rocket when available, more for business than residential Internet usage at first, if priced correctly. Early adopters have always been the business community. When we do see the first major deployments into major cities, I will buy into the winner of the xDSL contract hook, line, and sinker. Hal