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

To: Trey McAtee who wrote (8588)	12/27/1997 10:06:00 PM
From: SteveG	Read Replies (2) \| Respond to of 21342

<whether they have to give access to CLECs or not is a moot point for the RBOCs. if they want to stay in business period they have no choice but to go ahead.> I would agree that eventually the RBOCs (and CLECs) will be more actively involved in ADSL rollouts. But I would completely disagree that the time frame and logistics of any larger scale rollout would be independent of CLEC access requirements for the digital network equipment. <..as for dataquest being the king of the industry....give me a break....> Well, (you CLAIM) you're just a kid, so OK <g>. Fwiw, Dataquest has long been widely considered one of the most highly respected independent international research groups. A very rough gauge of the breadth and depth of their reputation might be how often they were referenced, relative to others, on CMP in 1997: Dataquest: 909 In-Stat: 164 Telechoice: 101 Forward Concepts: 64 <..telechoice says 3.5mm lines, lets go with them...> Sure, we could do that. Let's use the optimistic Telechoice "vendor referenced" suggestion of 3.5MM xDSL lines by 2000. How many of these will be ADSL? Let's say a generous 3MM. How many of these will be Westell (vs. Alcatel and all other vendors, including new entrants by then)? Let's assume an also generous 25%. Most optimistic and generous case then, would mean ~750K total WSTL modems deployed by 2000. <.. dataquest has been too wrong, on too many things for too long for us to even consider using them...> I'm sure you must have many specific examples to back this broadside up with? I will add, that in addition to the telco uncertainty of WHICH 25-40% of the lines in the local loop have the problems of taps and interfering inductance coils, the problem of crosstalk, especially in lines older than 5 years old, will be another reason that ADSL will be slow to be large scale deployed. Regards- Steve