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

To: steve s who wrote (14386)	12/20/1998 10:35:00 PM
From: Dug	Read Replies (2) \| Respond to of 21342

<I have been seeing ADSL commercials on TV lately.> steve, you just hit the nail on the head. What would keep myself from ordering voice, data & video from a cable Co. One is that not many places offer voice over cable for now. The other is that speed is lowered w/ each neighbor that is added to a cable network which will be worked out in time. The other is a lack of security. Read a few articles on the later & its not even an issue other than what the fcc has layed down so far. One of the reasons the Bells still stall! Notice that Ameritech is very qt. The thing I watch for is video via a phone company & there are few places on this earth that offer that. One of the reasons I still hold this dog is that CP does something that not many can do. Its the network that makes this bi directional or not. Id bet this changes though & I don't count on Wstl's involvement. What they should have done is work on sdsl instead of hdsl but I may be very wrong. Only Wstl & time will tell. Dug

To: steve s who wrote (14386)	12/20/1998 11:55:00 PM
From: Mad Bomber	Respond to of 21342

[ISP's] Probably an ISP. I wouldn't even bother to keep track of them because they are really just using services such as GTE and BA. I looked at ADSL Forum (ADSL.com) and GTE availability at GTE.com and it seems that ISP's with ADSL are starting to mushroom. I also remember ISP's screaming because BA could not get the service out fast enough. One other thing I have noticed involves the splitters for full ADSL. From what I have gathered from news clips, it seems that both WSTL and ORCTF are using Siecor splitters. I read the install guide from ORCTF to see what the heck those things do after hearing so much about them. I don't think they are publicly traded from the looks of their website (they are LLC). They are joint between Corning and SIemens. Siemens seems to be very involved with XDSL but low profile. They had agreement with AMTX (VDSL I think?) before TXN. They do splitters. They are working on chips. They are working with ORCTF (VDSL maybe, I will check??) to I believe. Heck, maybe I should have put them on the list. They are probably more likely than Fujitsu. Isn't Siemens considered data integrator?? MB all IMO - lots of strings out their. JUst trying to tie some together.