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

To: shlomi cohen who wrote (14739)1/15/1999 12:31:00 PM
From: JZGalt  Read Replies (1) | Respond to of 21342
 
Don't you think it is odd that Bell Atlantic says it will install 7 million ADSL seats with Westell technology and then a few days later announce an agreement with AOL which will have 7 million ADSL seats?

Read between the lines. Westell is the modem supplier of choice for Bell Atlantic. Why would AOL care what hardware they used.




To: shlomi cohen who wrote (14739)1/15/1999 2:49:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 21342
 
shlomi--

AOL is basically linking its ISP customers through BAs infrastructure...that means for now at least they will be using WSTL, regardless of what marketwatch, ORCTF and AWRE have to say about it.

the only thing that hasnt been decided is the BEL DMT vendor. but that contract wont hit the money until late this year or early 2000.

so, for now, if you want to play BA/AOL...you have to buy WSTL or ALA.

good luck to all,
trey


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