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

To: Neal Hopper who wrote (12667)	8/14/1998 2:14:00 PM
From: Bill	Read Replies (2) \| Respond to of 21342

He said: "Cable modems are required to make the two-way system work, and they aren't cheap, at least not yet." I don't know what he considers cheap, but most come with the service free. Most cable modem services are $40-$50/month. This is significantly less than most xDSL-based internet services. Mr. Wittman looks like he's out of his league.

To: Neal Hopper who wrote (12667)	8/14/1998 2:34:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 21342

"Will wstl be one of the winners?? Still to early to say one way or the other."; I can't see how it would not win by either participating or being bought out. People talk like years of work specialized in this area counts for nothing. Cable and ADSL often ying and yang; so what. You play the market; buy low, sell high. These are the buying times. Why would anyone be debating the wisdom of buying at these dream prices in a technology that is on track for deployment; when not if being the question. There is less competition then you realize considering that few have years of accumulated experience with the technology and all of its idiosyncracies.

To: Neal Hopper who wrote (12667)	8/14/1998 3:49:00 PM
From: Vladimir Zelener	Read Replies (2) \| Respond to of 21342

Neal, << But do you really think cable is going to run the telcos out of the high speed access biz??>> 10 to 15 years down the road, (IMHO) Local Bells will seize to exist as local phone providers if they stck with twisted pairs as opposed to coax cable or fiber to the house, similarly to ITT and Western Union, which many many years ago were communications companies with deep pockets, but insisted on telegraph type of communication as opposed to voice. My point is if Baby Bells will not upgrade the wires going to the house from twisted pair copper to coax cable they are doomed. The article you referenced is (again IMO) just a point of view of an amature or a person with some kind of bias. <<I would venture to say the market hasn't even factor DSL competion into the stock prices of the cable companys. >> I think you are wrong, the market factors in xDSL companies downfall every day, this is the reason why cable cos are going up. And the most important point I want to make is this: The real war which is being fought right now is not between cable companies and RBOCs for the high bandwidth delivery plant for the consumers and businesses (this market I guess is less then $10 billions right now) but rather between RBOCs and Long Distance companies for existing low bandwidth voice telephone service - $200 billions market!!! ATT is buying TCI initially only for the sake of local telephone voice business.