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

To: Chemsync who wrote (15264)	2/22/1999 2:17:00 PM
From: Neal Hopper	Read Replies (1) \| Respond to of 21342

I am bitter and I can't spell worth a hoot. I look at this AOL/Wcom deal really pushing the envelope against the RBOCs. What the RBOCs need is a smooth transition from Analog to digital access accounts. AOL has the numbers to achieve that. Say for example out of the 18 mill accounts 7 mill are part of Bell Atlantic's region. But if wcom cuts the deal AOL, wcom and Bell Atlantic would fight over who gets what from the 7 mill accounts. So Bell Atlantic needs content to differenate from WCOM. Also at $40 a month , how can BA provide DSL bandwidth make any money?? If you ask me the RBOCs are still the studitiest bunch of morons alive. They could have squashed all this competetion in 1996. Now it will get the best of them.

To: Chemsync who wrote (15264)	2/22/1999 9:06:00 PM
From: Vladimir Zelener	Respond to of 21342

Steve, I have read several articles on AOL BEL deal. My understanding is that the $40 a month price for AOL is below what BEL is planning to charge their own ISP-customers (if I am not mistaken around $60). BEL rep, explained that AOL got a super high volume discount. I suspect that AOL is going to return more then 50% of this $40 a month price to BEL and compensate their own expanses with advertisement revenues. In my opinion even if MCI-Worldcom could offer RBOCs the same it would not be in the interest of RBOCs to give it below cost.