I am going to repeat myself AGAIN. The cost structure has improved. Hint:reduction in costs translates into an improved bottom line. What else do you want to know about Westell.
I think that WSTL would derive more revenue from
the central office side
of things (ie the DSLAM
concentrators) as opposed to the modems. If it is
build modems this is certainly good news for the whole
WSTL engineers are probably working on the next wave
of HW - have to stay
The MFs may try to disguise their accumulation.
WSTL can become a turn around bet for the MFs trying
to move $ from large cap into smaller cap.
had to admit that I was looking for higher TAP
revenue in the last report and didn't get it. At least
CPI is doing better. The margin for ADSL modem is
scary. Never thought that CPI can become the growth
component for WSTL with good margin.
With AT&T can't
come to terms with COMSAT and TimeWarner on cable
telephony, it should give BellAtlantic and other RBocs
another chance to lock up customers with ADSL. Both US
West and BEL have moved to lower the ADLS price, just
need for it to translate into good WSTL revenue growth
(with good margin).
BEL filed to sell long
distance in NY and MASS. ADSL is the main tool to lock up
consumer data services befor cable attacks. We should see
more aggresive moves by BEL in the second half---I
Go WSTL, get over $7 first!
Monday May 24, 1:12 pm Eastern
Prodigy, Bell Atlantic team on speedy
NEW YORK, May 24 (Reuters) - Online service provider
Communications Corp. (Nasdaq:PRGY - news) said Monday
would partner with Bell Atlantic Corp. (NYSE:BEL -
provide high-speed Internet access in the
Northeastern Baby Bell's
will use Bell Atlantic's digital subscriber line (DSL)
technology, which allows for
always-connected Web access
at speeds 125 times faster than current 56 kilobit
The agreement is the first step in Prodigy's plan to
offer high-speed access nationwide.
Prodigy will begin to offer DSL access as a premium
upgrade for its members in the
Northeast, as the
technology becomes available in major markets.
Atlantic launched its DSL service last October, and plans
to make it available in areas serving
more than 8
million households by the end of 1999 and 16 million by
the end of the year 2000.
Prodigy said it will
begin offering DSL access to its customers in parts of
Northern New Jersey,
Pittsburgh, Boston and New York City in as little as 60 days,
and roll out to
other markets as Bell Atlantic
expands its DSL deployment.
Pricing for the
service is not yet finalized, but Prodigy said its DSL
access will be competitive with
Prodigy shares were down 62.5 cents at $24.875 in midday
trade on the Nasdaq stock market, while
Atlantic shares were up 37.5 cents to $55.875 on the New
York Stock Exchange.