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: Dug who wrote (12240)	7/22/1998 8:45:00 PM
From: DR.TECH	Read Replies (2) \| Respond to of 21342

I spoke with SBC and this LU contract was for 5ESS for voice only for right now, but they are also very interested in the data capabilities for the 5ESS(ADSL). The street talks about internet real estate well this contract is infrastructure RE for WSTL.

To: Dug who wrote (12240)	7/22/1998 10:29:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

dug-- well if thats the only thing we ever disagree on, i will consider you one of my closest friends<G>. i guess the point i was attempting to make is that i dont think seamens has been effectively in the loop for a long time. good luck to all, trey

To: Dug who wrote (12240)	7/23/1998 11:45:00 AM
From: airedale	Read Replies (1) \| Respond to of 21342

dug and all. lucent has a dslam but i don't think it handles cap and dmt. until the chips are ready and that is a good question (txn says 1st half of 1999 somewhat vague) if i were a rboc i would plan for any eventuality and cover all the bases. a sucessful bel rollout with wstl cap initially and the cable modem perceived threat could be enough pressure on the other bells to do what bel and bt are doing - use what works now and worry about dmt when it finally does arrive. with wstl having a foot in the door already. i remember going back a while ago during some amtx wstl debate the key points were amtx had the intellectual property and wstl had the good working relationships with the bells and a quality product reputation. assuming this was true and continues to be true( and factoring in fails to deliver on promises by others) i agree with the dr. i continue to add to my position and am confident. maybe today's call might light the fuse. good luck to everyone.