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

To: pat mudge who wrote (8937)	1/14/1998 1:41:00 PM
From: bill c.	Read Replies (2) \| Respond to of 21342

Pat: I'm not going down the Westell valuation path again. On the DMT vs CAP issue, Westell will support both. Let's assume Westell did only DMT, they would have to write-off those power hunger LSI/Harris/ADI/ALA chips anyway. The silicon just isn't there for ADSL-heavy DMT. TI, MOT, ADI and ALA "R3" will eventually have the first DMT silicon for mass deployments. Westell was using ADI DMT silicon years ago with BT. Westell asked TI if they were interested in a DSP solution 2 years ago. I don't think Westell ignored the DMT side, but ADI and MOT both let down Westell. If Westell didn't have CAP, I doubt they would have won GTE-CLEC, BT, BA, etc... until later.

To: pat mudge who wrote (8937)	1/14/1998 2:41:00 PM
From: JW@KSC	Read Replies (1) \| Respond to of 21342

Turn and Face the Strain - [DSL Stories] This month's copy of Americas Network arrrived yesterday. It is full of stories on ADSL. There's even a full page story by Rupert Baines, and for once I finally agree with Rupert. ADSL Lite "Personally, I'm less convinced by the arguments in favor of low rates for three reasons: in terms of the end-to-end system the cost saving is trivial; is any amount of bandwidth really "enough?"; and will consumers really prefer DSL at 500 kbps when cable modems promise 10 Mbps?" What's next for xDSL ? All hype aside, xDSL keeps up the hectic pace. americasnetwork.com By Rupert Baines Running the DSL numbers americasnetwork.com Commercial xDSL pricing makes its debut americasnetwork.com There are also some good stories on Wireless WIRELESS SPREAD SPECTRUM TO THE RESCUE THE REGULATING OF WIRELESS LOCAL LOOP Regulatory issues wireless carriers should consider americasnetwork.com