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

To: bill c. who wrote (8535)	12/22/1997 10:46:00 AM
From: bill c.	Read Replies (1) \| Respond to of 21342

[ Splitting Hairs on HFC ] I think most lurkers and posters on SI are aware that Westell needs the cable modem industry. Without them the RBOC's will continue to delay their ADSL deployments. I see two issues here: 1) Deploying cable modems on the existing two-way HFC plant. If they can deploy a few million modems on the existing HFC plant, this will spur the RBOC's into ADSL action. 2) The HFC solution is only deployed on 10% of the existing cable plant. When the RBOC's start deploying their ADSL solution, they will have instant access to 60-70% of the existing copper plant which supports ADSL. This is why I'm HOPING cable can deploy as many modems on their existing 10% area, because it's going to take Billions and years to get the coverage capability of the existing xDSL solutions. I believe these are two separate issues... comments?? ... until later.