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

To: Vladimir Zelener who wrote (12666)	8/14/1998 1:39:00 PM
From: Neal Hopper	Read Replies (3) \| Respond to of 21342

Vlad,,Please don't take this the wrong way..But do you really think cable is going to run the telcos out of the high speed access biz?? The telcos haven't even started..I like this guy's opinion networkcomputing.com <<GIC - general Instrument, SFA - scientific Atlanta, nor for internet-cable service provider - ATHM (@atHome).>> I would venture to say the market hasn't even factor DSL competion into the stock prices of the cable companys. JMO next year will the war of market share for everybody Cable, CLECs, ISPs and Telcos. Should be good for equip cos. Don't get me wrong the High speed biz will be big with a lot of winners. This is just the bottom of the first. Will wstl be one of the winners?? Still to early to say one way or the other. BTW found a great site for research (thanks to the Orctf thread) lehman.com