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

To: don ryndak who wrote (9379)	2/14/1998 1:06:00 PM
From: bill c.	Read Replies (3) \| Respond to of 21342

Don: Westell is banking on the ADSL version of xDSL taking off. Pairgain and Adtran are making money on the HDSL version of xDSL. The ADSL market is for the consumer market, while the HDSL "two-pair" is for T1 deployments. USWest recently stopped the HDSL "single-pair" deployment to go with a Netspeed ADSL solution and some proprietary Paradyne solution. HDSL is based on 2B1Q and ADSL is based on CAP or DMT. Westell has 3 major customers/contracts for it's ADSL products, BT, BA and GTE-CLEC. Those customers haven't placed volume orders yet... but then again Westell just signed a long term manufacturing contract with Dovatron. Dovatron has a number of manufacturing sites, but Westell is in agreement only to use the New York and Ireland sites. BA for the New York site and BT for the Ireland site... until later.

To: don ryndak who wrote (9379)	2/14/1998 10:16:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

don-- it is an excellent question. as far as deployments, i think it is fairly safe to assume that they have begun in earnest since you have to have equipment set up before you can start offering service to customers. i think BEL and GTE are probably now deploying WSTL equipment for their ILEC operations, and i know GTEs other divisions are already deploying WSTL equipment. for the most part the trial phase is over. granted the customer roll outs dont look as big as originally anticipated, but they are not new trials. as for profitablity, PAIR is profitable, and i think WSTL will be as well within the next two quarters. i do not know if ALAs DSL operations are profitable. the industry as a whole has moved into deployment, and we still have our contracts. good luck to all, trey