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

To: Vladimir Zelener who wrote (9703)	3/12/1998 1:20:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

vladimir-- first, that is the major selling point of WSTLs products, that they can be upgraded to DMT when the silicon is ready. WSTL is line code agnostic...they just provide what the customer wants, the flavor doesnt really matter. now, on to your other concerns: 1) this is something we have discussed at length. i personally thought it would be a problem for a while until i thought about the way things are set up. we arent talking about a continuous flow at 1.5Mbps or greater, but instead burst traffic where the max throughput is in that speed range. say a webpage is around 1.5MB, then it would take roughly 8 seconds for a browser to DL the page at the g.lite speed. but, once its downloaded, the connection isnt pulling all that much data. this is a good point though. the backbones need to be improved. but you have to realize that not everyone is going to get the fastest speed all the time. 2)i do think some of the downgrades are based on cable competition. but, at the current price of WSTL, i think just about all the bad news is in the stock. i think the street has already factored in lower earnings, delayed deployments and the loss of both GTE ILEC and BEL. you see, when we got BEL and everything looked rosy, the stock was in the 20's. we have to assume that the current price is a reflection of the street handicapping us. good luck to all, trey