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

To: SteveG who wrote (8793)	1/5/1998 1:23:00 PM
From: David Jenkins	Read Replies (1) \| Respond to of 21342

I'm worried about what the competition are doing. While Westel has been sorting out its management their competitors are getting on with making DSL happen. Unless Westell have a plan to halve prices every year they will get blasted by the networking/ISP equipment companies. <PacBell is using ADSL gear supplied by Alcatel and linking its central offices into Concentric's network via DS-3 (45 megabits per second) lines>. <Covad is supplying modems for the IDSL service from Cisco Systems Inc. and Pulsecom Corp. at about $250 per unit, while the higher-speed modems, from Diamond Lane Communications, sell for $550. The firm will consider higher-speed options as the technology evolves but is satisfied with these performance and price levels at this point, Pelosi said, acknowledging that equipment and monthly prices now are well above the levels that will support a mass-consumer market product.>