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

To: bill c. who wrote (8525)	12/22/1997 12:55:00 AM
From: SteveG	Respond to of 21342

<..BA already agreed to unbundle a certain % of their loop to merge with Nynex.. As of the last court ruling, unbundling is a requirement for the ILECs. What is being appealed by the LDs/CLECs is the RE-bundling of network/data services. <..Can you provide some URL's to support the RBOC's giving away this service below cost to the CLEC's?..> I don't know if it will literally be below "cost". I guess it depends on how a former monopoly defines their cost. In any case, it'll be at a cost that will allow CLEC competition with them, so I would guess "at cost". <..Can you provide a URL stating over 10-15% today?..> Nope - I just used your 10% and added the Forward Concepts 50% growth rate. <..They will never be able to support a 50% growth rate..> You could be right. I was gonna say, "wanna bet", but you sort of already have in your investment. <..they don't have the support organization...> I read last month that they have been hiring away telco engineering and management pretty aggressively. (That could REALLY slow 'em down) <..I think we have to agree to disagree on a number of points...> Of course, MY position is simply that this all COULD happen, allowing that it may not. But that uncertainty is why I'm on the ADSL sidelines right now. Good luck- Steve