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: bill c. who wrote (12173)	7/18/1998 8:01:00 PM
From: Zephod	Respond to of 21342

>>We would see the GTE CLEC installing Westell equipment in the GTE owned CO's!!! Bill; You mean we might see more than the 50 units at Mariners Village from the CLEC.<G> [Babies, take your medicine] Loring Wirbel Pity the poor incumbent local exchange carriers. These Baby Bells were just getting used to the increased threat from cable modems following the announcement of the AT&T-TCI merger, when word came down from the Florida Public Services Commission that BellSouth would be forced to open out its central offices to a competitive local exchange carrier, as the Telco Reform Act of 1996 very explicitly states it must do. The jig is up for all the ILECs. They have to start deploying digital subscriber lines now, and they have to open their central office racks and their dry copper plant for their competitors to do the same... ...But ILECs have no choice. The nosedive that Baby Bell stocks took the day the AT&T-TCI merger was announced will be replicated again and again and again if ILECs get into legal fights with CLECs, if they advertise the wrong length or line quality of their local loops, or if they delay deployment of DSL services much longer. Full text @ techweb.com

To: bill c. who wrote (12173)	7/18/1998 11:05:00 PM
From: Gall	Respond to of 21342

xDSL standards will be less important, because of FCC permission for Baby Bells to set up high-speed data service subsidiaries. Now Bell can develop proprietary technology and locked customers in own xDSL service, same as cable TV. BA can start and re-sell CAP service right now under new division and don't worry about DMT for a while. Gall.

To: bill c. who wrote (12173)	7/20/1998 2:52:00 AM
From: Johnathan C. Doe	Read Replies (4) \| Respond to of 21342

The Washington Post had an article about Alcatel; you can search for it at washingtonpost.com They talk about Fujitsu, Seimans, and Alcatel being the companies for ADSL and the article talks about lowball bids, etc. It seems that the concern with Westell is that they just can't lowball like these bigger companies. I think like AMTX, you just have to view WSTL as a buyout, that will be the play. Just a rumor usually does the trick these days.