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


To: hal jordan who wrote (11527)6/12/1998 8:54:00 PM
From: Zephod  Read Replies (2) | Respond to of 21342
 
>>What consumer is going to pay ~70 for a high speed Internet line

Hal; Actually I think you might be surprised. Anyone with 2 lines and internet access is a shoe in. Unlimited phone service is around $25, 2 lines $50. If they're using AOL they've got $70 a month invested. Drop one line, same out of pocket 10X speed.

>>Our best bet is a buyout...
I agree. I'm not sure a small company like Westell can compete price wise with the likes of Alcatel, Cisco and the other telecom giants that want into this market. Dave



To: hal jordan who wrote (11527)6/12/1998 10:31:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 21342
 
hal--

the take rate will be higher for ADSL. there a number of problems with running coax to a computer in the home, whereas most people put their computers near a phone jack.

just IMHO, i think at least 100 million over the next two years.

is 275 the number per line we have to beat? is ALA going any lower?

good luck to all,
trey