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

To: Eric Goethals who wrote (11575)	6/15/1998 11:13:00 AM
From: Marc T. Archer	Respond to of 21342

[The ADSL Marketplace] At the risk of exposing myself as a complete "technically challenged" nincompoop is what I'm thinking right, wrong, somewhat right or somewhat wrong and why? I began following the ADSL story a few years ago and picked up a position in Amati believing that it all was going to be just as easy as Amati making the modems that everyone would want to get well past the 56K limit. Boy was I wrong! I had NO conception of how complicated this all was going to be. Anyway, I digress............ It seems to me that the ADSL market will eventually be split between companies supplying equipment like DSLAM's and line cards to the TELCO's like WSTL/ORCTF/CISCO/ALA and the rest, and companies supplying modems to the consumer mass market like 3COM/Diamond and the likes. Would this be correct thinking? Would/Could Westell sell it's modems to the consumer mass market or would/could they make them for someone else to market? Sorry if these are stupid questions but the whole ADSL picture's beginning to get a little fuzzy for me. Thanks MTA