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

To: SteveG who wrote (8522)	12/22/1997 12:42:00 AM
From: bill c.	Read Replies (1) \| Respond to of 21342

SteveG: >> I don't think RBOC's will make this investment if they might have to give it up to CLECs in a year or so. But we are each certainly each entitled to our opinions on this. << What is a Tariff? Come 1Q98 BA and GTE will have tariffs for their ADSL service. By the way, BA already agreed to unbundle a certain % of their loop to merge with Nynex. Can you provide some URL's to support the RBOC's giving away this service below cost to the CLEC's? This is un-American... asking any group to take a loss. Once the RBOC's get their tariff's, they will deploy. >> Probably. Presumimg your 10% is a correct starting point, growing at projected 50%/year would put us 15% in 98. << Can you provide a URL stating over 10-15% today? Cable can install HFC at a 50% growth rate? It's taken them 3 years to get to 100,000 modems and now I see 50% HFC growth rates? They will never be able to support a 50% growth rate, they don't have the support organization. >> At 50% growth rate, cable will have 75% (of it's existing line #s) ready in 2002. << < grinnnnn > It would take the Telco's 40 years to convert it's copper plant to fiber, but the Cable guy can convert in 4 years, with their support organization? The chances of that happening is SLIM and NONE, and SLIM just left the building. Well it's getting late. I think we have to agree to disagree on a number of points... until later.

To: SteveG who wrote (8522)	12/22/1997 8:05:00 AM
From: bill c.	Read Replies (1) \| Respond to of 21342

SteveG: >>>This doesn't make sense to me - how could access to any local loop copper (run through a DLC or straight from the CO) not be available to a CLEC? If this is the case, why doesn't every RBOC just route their copper through a DLC and completely avoid the unbundling/re-bundling issue? If this were true, there would BE no need for a Supreme Court ruling. The RBOCs have already won hands down - and NOT just on the contested re-bundling issue, but on the already decided unbundling. I think you are wrong here, Bill. << ...Bobbi Murphy, senior broadband analyst at Dataquest Inc. (San Jose, Calif.), expects a two-way split among ISPs: Smaller ones won't want to build out their own cable plants or place equipment in a telco central office; they will focus on minimal dial-up services. A smaller percentage will build their own facilities and become de facto CLECs. That scenario makes a handful of ISPs potential purchasers of DSL equipment, to be sure, but it's a far smaller number than some OEMs are betting on. "Keep in mind that the CLECs and ISPs also are frozen out of the digital loop carrier [DLC]," said M. Niel Ransom, vice president and general manager of access and network management at Alcatel Network Systems (Raleigh, N.C.). "Many loops never terminate in a central office, but in a DLC box in a remote site. It is not clear that an alternative carrier could ever get access to the DLC." techweb.com >>> <..Bell Atlantic will have 90% coverage...> Coverage of what? << ...For six plus years Westell has been committed to an ADSL systems solution that provides the answer to that challenge. And now, with SuperVision and DSC, we're able to start delivering high speed network access services that can reach over 90% of Bell Atlantic's 11.5 million customers." ... Nelson says Bell Atlantic can reach up into the high 90 percentile of customers with ISDN today, and he expects that within the four years of this contract, the majority of customers will also have access to ADSL, giving the two technologies extensive reach in Bell Atlantic territory -- quite a statement..... telechoice.com >> But you still address how a DLC obviates inductance coils that are in 3-6K ft increments from the CPE to DLC. Or bad wire from CPE to DLC and in CP rat's nest of wiring. << I have to say you love to get into the details of ADSL, but when we start talking about HFC and it's PHYSICAL LIMITATIONS of 10% coverage, it's a quick answer... it's getting done or COX indicates this or that. If you want to talk about ADSL's Physical limitations, please provide a URL with some supporting facts. I find it difficult holding a discussion on ASDL's physical limitation without URL's supporting your view. I'm going to start providing URL's supporting my view of ONLY 10% HFC coverage today.... until later. PS. I located one already: ...Analysts said only about 10 percent of cable systems currently have HFC networks installed, but that many cable companies are upgrading their networks to HFC... techweb.com When I attended Interopt96, I heard 5-10% HFC coverage. It's taken them 18 months to get to a solid 10% HFC coverage. Well, BA is getting ready to compete against Comcast in the Philly area.. until later.