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

To: Michael Perez who wrote (9205)	1/27/1998 10:01:00 PM
From: bill c.	Respond to of 21342

Michael: The GTE-ILEC or GTE-CLEC will deploy in the GTE owned Central Offices. If the rules governing reselling of the equipment by the GTE-ILEC isn't in GTE's best interest, the CLEC division will place Westell equipment in those CO's. The GTE-CLEC will own the equipment and GTE doesn't have to resell that service. GTE has it covered on both angles. The GTE-ILEC division hasn't announced an equipment vendor yet. The GTE-ILEC is trialing Westell and Amati equipment in a number of markets. The GTE-CLEC is in deployment mode, not trial mode. They will expand into 16 states before the end of 1998. ... GTE Communications Corporation, "the C-LEC", will commercially offer the ADSL OnSite service in numerous key markets throughout the country over the next year. TeleChoice has been apprised that GTE plans to offer OnSite in 16 states total before EOY '98. Further information relayed to TeleChoice indicates that GTE has no plans to wait for DSLAM deployment. The company's regulated local exchange carrier, GTE Network Services, continues to provide ADSL service to customers in Texas, Washington, North Carolina and Indiana as part of its ongoing industry-leading trials. GTE Network Services plans to convert its trials into full-scale commercial deployment in the first quarter of 1998, pending regulatory approval... telechoice.com >> Maybe what GTE really meant was that mid 1998 will be the year they expand their small trial to maybe 300 homes, because no one is geared for mass deployment. << TI certainly didn't indicate this. GTE believes 1998 is the year. Westell indicated that they had one additional customer they couldn't name yet. I believe it's the GTE-ILEC and Lucent will get the contract reselling the Westell equipment. Large Telco's like BA and BT aren't giving a 1000 employee company a 20 million line region. Westell needs to work with system integrators, like LU, DSC and Fujitsu, to get the GTE-ILEC business. That's my guess, who do you think will get the GTE-ILEC contract?

To: Michael Perez who wrote (9205)	1/28/1998 1:09:00 AM
From: Dug	Respond to of 21342

<This was also noted in WSTL's conference call!> Hi Michael, I didn't listen to the cc but as a GTE customer I can tell you that they are looking @ the loss of a customer on my part. Fair is fair. Include my family & friends on this one also. <THEIR COST IS STILL TOO HIGH FOR MASS DEPLOYMENT, go back and listen. They're hoping the cost goes down over the next year or two.> This may be & I agree w/ you on the cost of things. Read the BA contract w/ Wstl & you will see that $ 250 per end isnt unreasonable since there isn't a standard as of now. DMT lite, right, hey lets just rip up all the copper & go w/ VDSL. Surely someone is working on that. Better yet lets just wait till 2010 & beam things thru the air. Maybe our kids could just telepath data to each other w/ their heads & we won't even need that. Sound safe or realistic? Lets just stay w/ cost for now & may the better company win. Again, sorry for venting & good night Best Regards, Dug