SI
SI
discoversearch

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: Trey McAtee who wrote (12680)8/14/1998 6:03:00 PM
From: Stock moghul  Respond to of 21342
 
She still quacks a little!



To: Trey McAtee who wrote (12680)8/14/1998 6:27:00 PM
From: Vladimir Zelener  Read Replies (2) | Respond to of 21342
 
Trey,

<<<<a lot of people with a cable bias seem to think the RBOCs are just going to die>>

I do not have cable bias, but I still believe RBOCs will slowly but surely die. And the reason why I think this way has nothing to do with xDSL or cables or high bandwidth data/voice/video communications. They are monopolies and their management runs them this way. Once they are forced to compete for their survival the management would not know how to do that.

And I believe ATT is paying nearly $70 billions for Teleport, TCI and other stuff (cellular and whatever) not for the sake of being in the TV broadcasting, but for the entering local telephone business and competing for $100 billion a year local voice phone market against RBOCs. MCI and Sprint will be forced to do the same or they will be crashed.

<<t he REALITY is that both cable and DSL are going to win.>>

the REALITY is that cable solution is already spreading, but ADSL is not.

<<we have only begun to find ways to get a lot of data down a twisted pair pipe. it isnt going to stop at 50Mbps VDSL.>>

You remind me physists that have been saing to the Congress 50 years ago just give us the money and we will complete our research in fusion in couple of years and then all energy problems will be resolved forever and ever. We can see the light at the end of the tonnel, they claimed. Now 50 years later the congressmen wonder if those scientists know were the tonnel is.????

The lows of physics say that you can not move high frequency signals over an unshielded wire without signal distortion. Lets see if RBOCs will be able to deploy 1.5 MBps.



To: Trey McAtee who wrote (12680)8/14/1998 9:17:00 PM
From: Edward Uba  Read Replies (2) | Respond to of 21342
 
Well I received my copy of the shinny Westell 1998 Annual Report. I was quit impressed with the detailed information it contained. A well put together informative program. Still the stock price stinks. However, with an open mind. I see the annual shareholders meeting will be held on September 9th at the Company's Corporate Headquarters. Could it be possible that WSTL is saving some announcements to be delivered at the time of the meeting? It is also around the same time frame that Bell Atlantic will begin deployment. Could there be some sort of good news waiting in the wings till the 9th? Will we see a little spike in the price of the stock just before the meeting. I notice that happens too many stock prices as the annual meeting approaches. Anticipation of some positive news that may be released. Just my thoughts.

Eddie Uba