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

To: Neal Hopper who wrote (15207)	2/17/1999 10:03:00 PM
From: Joe Valente	Read Replies (2) \| Respond to of 21342

Maybe I missed something here Neil, but for the residential user virtually every dialup session has to go through the RBOCS. It doesn't matter if AOL,AT&T worldnet,Mindspring or whoever else is providing internet access. As for the CLECs, even accounting for business customers, they have less than 5% of the US local market. But I do agree that they have to move and the RBOCs are very cautious with their implementation of new technology - too cautious sometimes. One thing you can be sure of though; when they go to full deployment the service will be highly reliable. Long on WSTL. Good luck to all. Joe

To: Neal Hopper who wrote (15207)	2/18/1999 1:44:00 AM
From: P314159d	Respond to of 21342

>>if a cable or a party related to cable acquires AOL. >>The telephone companies only hope is to buy AOL!!!!!! Correct me if I am wrong but ATT was rebuffed by AOL at about 10 times mkt cap ago. And now T has MC =148b and AOL= 73b. Who can takeover whom. AOL takes over Cable co. If they feel like it!

To: Neal Hopper who wrote (15207)	2/18/1999 2:05:00 AM
From: Trey McAtee	Read Replies (2) \| Respond to of 21342

neal-- only a few problems... 1) FCC probably wouldnt allow T (for example) to buy AOL. 2) justice really would have a problem with it. 3) people access AOL using the PSTN. that means people will still access using ADSL. that means the phone companies are still going to make a bundle, in fact a hell of a lot, working with AOL than against them. AOL tried to own the network. they didnt like to too much. it doesnt matter who owns AOL...it matters who owns the pipe. good luck to all, trey