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

To: steve s who wrote (14560)	1/9/1999 1:26:00 AM
From: P314159d	Read Replies (2) \| Respond to of 21342

WSTL doesn't need MOT or TI if they cannot produce cost effective ICs for DMT deployment with BEL. And BEL won't need another 6-9 months because the deployment initially is for CAP. When the DMT solution from WSTL/ALA/DSC is ready, it goes out. Cable Modems are getting a lot of hype(and stock price increases), but not much volume yet.When ADSL gets going, people will choose the phone line over CATV (given equal $) if they are wired that way. Their modem connection is simply the same but faster.

To: steve s who wrote (14560)	1/9/1999 10:33:00 AM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

[Chips] Motorola advertises copperGold as we speak on Telechoice. TI is ready to I believe. mot.com ti.com Steve, if cable is so great and nimble, why have they not blanketed the country with cable modems? The demand is sure there!! IMO, the reason is becasue they have to build infrastructure to do it. That is the strength of ADSL. The main stuff is already there. I can hear the drumbeat getting louder as GTE, SBC, DT, BT, BC, BA kick in gear not to mention others all over the planet. Also, remember that they will probably be aiming for business first, where the real profit is. I have read several articles that G.LITE (so called consumer version) will be rolled out slower because of compatability problems and lower line qualities than expected. MB

To: steve s who wrote (14560)	1/9/1999 10:38:00 AM
From: Paul Motter	Read Replies (2) \| Respond to of 21342

Most ADSL rollouts now are CAP based. We know that DMT is the ANSI standard, but both Cisco and 3Com systems are CAP. The Alcatel system is DMT. CAP is the cheaper, more readily deployed solution for now. A friend of mine is a consultant to Compaq for incorporating DSL into their boxes, and he is negative on Aware. He does tend to look further out than I do (he likes to hold his stocks for 2 years or more). The problem with Aware is that no one I know has ever found out exactly how much licensing revenue they receive for each DSL modem sold. But they better have a good quarter or there are going to be some disappointed investors. Re: competition from Cable modems. One of Bell Atlantic's biggest markets is New York City, and there isn't any cable modem service available here!! Believe me, if there was, I would have it. Actually, I do use a wireless cable modem from CAI Wireless :-), but the service is spotty because I often lose the signal due to interference. I will jump on DSL as soon as I can. The main thing is this... DSL is IDEAL for densely populated urban areas. The loops are shorter, there are more potential customers per central office, and those customers tend to be small businesses who are really the sweet spot for DSL services. The natural order of broadband services is this -- DSL for small businesses who need guaranteed, high-speed two-way throughput for business critical apps and who are located in commercial areas not normally serviced by cable companies. Cable modems for residential customers in longer-looped suburbs already serviced by cable companies. Paul Motter