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


To: matt gray who wrote (13744)10/27/1998 7:06:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 21342
 
matt--

good point. look at it this way.

i am a purchasing manager at BEL. i want high speed modems. i can buy either WSTL CAP or ALA DMT modems for the same price. now, i can set the ALA modems to run slow, but i cant amp up the WSTL modems. i relaize that the network will eventually be able to bear full rate DMT. which do i go with?

now, look at it from ALA and WSTLs POV. ALA can drag down the price because they get to make up the loss on DLC systems. WSTL doesnt have that luxury. so, while ALA sells modems as a loss leader, WSTL bleeds to death. now do you get the picture?

good luck to all,
trey



To: matt gray who wrote (13744)10/27/1998 7:52:00 PM
From: bill c.  Respond to of 21342
 
Matt,

I hear what you are saying, but... the RBOC's have made their decision on the line code, it's DMT. BEL will be the last Telco to make the switch. If the RBOC's want a mass deployable solution across chip/DSLAM/ATU-R it's going to be DMT. We have multiple chip suppliers for DMT ALA/ADI/TI/PAIRGAIN vs a single source of CAP.... until later.



To: matt gray who wrote (13744)10/29/1998 12:05:00 PM
From: JW@KSC  Read Replies (4) | Respond to of 21342
 
Glory Days

Unless there are other germane technical issues of why DMT has major advantages over CAP [reliability, provisioning, cross talk, market hype etc] then I don't see the big advantage of DMT vs something in production and available now.

Matt,

Perhaps these Links may give you some perspective.

Why DMT
techstocks.com

Why SDMT
Message 2274306

Very busy today but I will take the time to say hello to:
Steve Sacco - bill c. - Trey McAtee - Marc T. - Archer - Dug

I've said it for 3 years, why stop now.......... :^)

I Want My DMT

JW@KSC

T-02:00:00
members.tripod.com