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: Marc T. Archer who wrote (14214)	12/2/1998 9:19:00 PM
From: Skiawal	Read Replies (2) \| Respond to of 21342

Marc....<In other news looks like Copper Mountain is hot and getting hotter.> I'd say!!! Seems like Copper Mt. is getting all of the contracts WSTL was suppose??? ICG (DR. Tech I guess we lost that one?) Interopability with 3COM was suppose to happen with WSTL...NOT??? What ever happened to the interopability lab at WSTL??? How the hell does Copper get so far ahead of WSTL??? How does the Copper deal with LU effect WSTL if at all??? Seems like WSTL is for 5ESS and Copper is for something different??? <''By providing DSL solutions targeted to business users, Copper Mountain has established a significant embedded base with many of the nation's top CLECs, including UUNET WorldCom, ICG Netcom, NorthPoint Communications and Rhythms NetConnections,'' said Rick Gilbert, president and CEO of Copper Mountain Networks. ''With the addition of Copper Mountain's products, Lucent has SDSL and IDSL solutions that address the needs of business customers who are demanding high speed access and have proven to be the early adopters of DSL technology.''>

To: Marc T. Archer who wrote (14214)	12/2/1998 9:55:00 PM
From: Dug	Read Replies (1) \| Respond to of 21342

<they certainly won't care much for me once I sing up when I can <g>.> But they will love ya if they filter or enforce some of their existing policies. :{ <Also CNBC reporting ATHM insider selling isn't going to help much either.> Forgot that one. <I jumped ship on ATHM @ 62 and am looking to get back in somewhere in the 40's.> Thats probably a good move Marc but who knows as the cable industry is still predicting bigger numbers. Below is from Steve Sacco's post. <According to Christopher Mines, director of Forrester's People & Technology Strategies service, DSL will win only 20 percent of the residential broadband market, while cable companies will capture 80 percent--a growth fueled by falling cable modem prices and increasing consumer awareness.> I dont buy that but agree with you in that <Consumers are going to need BOTH cable AND ADSL.> I know some here aren't fond of Bill Rodey but I thought this worth a mention as well. Its the last line of that same article. "For years, we've been saying, It's coming," Rodey said. "With a lot of excitement, we can finally say, Its, here". I like to add that a positive press release might be more effective. Because given the above, hush mode isn't working very well. An article headed "The Wireless Boom" in that same rag stated that "Bell Atlantic has 85 percent of its population served covered by digital service, which is significantly higher than the industry average of 50 percent, according to The Yankee Group. As a result, digital customers now account for more than 20 percent of usage on the company's East Coast network." While keeping in mind that this article was about PCS Im starting to warm up to Trey's 20 percent take rate even though Im still skeptical. Dug P.S. Wish I had clipped that 4 to 1 side bar note I mentioned a few posts back because now Im not sure who made the statement.