Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bill c. who wrote (8569)	12/24/1997 12:50:00 PM
From: bill c.	Read Replies (1) \| Respond to of 21342

[ BA's DLC strategy... continued ] Some numbers to compute... Overall, Lawrence said Bell Atlantic has "big, big thoughts for ADSL... It's agressive." He said that Bell Atlantic would take 8-10 year to fully outfit its territory with ADSL, but that would be a logarithmic curve, with sizable penetration in the next 2-3 years. Bell Atlantic has hundreds of people just working through deployment issues. Cost for BA... Line quality is better than he expected; the distribution plant is more of an issue that the feeder plant, but the DLCs should make this less of an issue going forward. The cost of putting DSL into the DLCs is "not to bad". It's a matter of changing out control modules and plugging in cards. The cost is pretty low." Why CAP... Behavior in binder groups is believed to be well understood and a big reason for having selected CAP. Now he is concerned down the road about putting DMT and CAP on the same links. He is getting "warm fuzzy feeling" from regulatory about about begin able to restrict all ADSL on BA lines to CAP only, but no decision is imminent on that. Hopefully most can see why I think BA will force CLEC's into working with them for ADSL deployments. The GTE CLEC is 1/2 way there, they are using WESTELL equipment for the next 3 years. I think I made my point about CLEC's not having access to the remote DLCs a few posts ago... until later.