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

To: Dug who wrote (14906)	1/27/1999 11:24:00 AM
From: Neal Hopper	Read Replies (2) \| Respond to of 21342

Dug,, <<they must have learned something & Id guess long term thats how not to roll a truck.>> I agree that's the mentality, but the telecos could have used the same frigging logic with the telephone? "We can't spend money rolling trucks to install phone lines" And where would they be now? DEAD So we can't spend the money to "roll the truck" to acquire an access point that we can make money in the very near future. So we will give that business away to our competitor. Where are they going to be in the future.2 DEAD.... The problem here is the telephone companies don't understand infrastructure (the network) is worthless. The future is becoming content companies. GEEZZZZEEE friggin whiz all the RBOCs have to do is to look at what AT&T is doing. AT&T is an internet company. TCI infrastructure (Network) AThome (Access Accounts) Excite (content) =================== The key to being sucessful in the future. AT&T has the game figured out, and I promise you AT&T isn't the land of intellectual gaints. Once again lets look at what is at jepordy Cable collects 80% of the high speed access points. Each access point creates $300 a month in revenues(I believe these numbers are achievable in the age of E commerce). AND THE CABLE COMPANIES GIVES THE LOCAL PHONE AWAY.... So if you where a RBOC, how do you answer the question to your customer "Mediaone gives me the phone for free. Why do you want to charge me $30 a month" Better yet, how about when the CEO of XYZ construction ask "Why are you charging me $1,000 a month for a 1.5mb t-1 line when I can get 3mb at home on a cable modem for $30" The truth is voice and t-1s are a dying business. And if the RBOCs don't learn to compete their dead. PERIOD.