Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vladimir Zelener who wrote (9618)	3/5/1998 5:35:00 PM
From: Trey McAtee	Read Replies (3) \| Respond to of 21342

vladimir-- you make some good points, RE: the contracts. but, we simply do not know enough about netspeed to quantify the threat. whose chip are the using for their g.lite modems? i live in austin, and i have seen very little about netspeed. its really frustrating trying to figure out how much of threat they really are. as for DMT, having a chip right now doesnt appear to be much of a hindrance. no one is deploying the ALA DMT modems at present, and no one is really deploying the falcon ( the announcement yesterday was very odd in that it didnt mention deployment of ADSL, just DSL..also, there was nothing in it about falcon). simply put, the bells want the TXN solution. they dont want to have to spend tons of money both in personel and hardware to upgrade chips. IMHO, WSTL has the contracts. good luck to all, trey