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: Eric Goethals who wrote (11949)	7/8/1998 7:52:00 AM
From: Zephod	Read Replies (1) \| Respond to of 21342

NH>It seems that wstl has custom catered a product line for BEL. I mean why would wstl develop a CAP/DMT DSLAM with everyone in the Industry doing DMT???< EG>I don't think it was custom catered for BEL. Originally it was for all potential customers to start with CAP and later migrate. I think the DOC is right, DMT did not come as fast as it was hyped leaving Westell out in the cold< Eric; I think you're right on the money. CAP to DMT is the most logical upgrade path as CAP is readily deployable & available in low power, low cost & quantities now. Cisco is also using this strategy. Their DSLAM supports CAP & DMT and has the capability to "hot swap" CAP cards for DMT to provide an upgrade path when they decide to migrate to DMT.

To: Eric Goethals who wrote (11949)	7/8/1998 2:00:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

eric-- i guess it is better to overestimate a competitor than underestimate one, but your taking the ALA thing to far; i could cobble together 6k modems<G>. if BEL is planning on announcing a DMT path in august/sept. timeframe i dont see how ALA is going to be able to take it from WSTL. they simply do not have enough time to engineer a solution. unless...they have been covertly working on one for a while and buying DSC was the last step. of course, a LU/WSTL bid could also win<G>. good luck to all, trey