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Non-Tech : Amati investors

AMTX 1.460

-6.4%

Dec 12 3:59 PM EST

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To: Bob Smith who wrote (12362)	3/20/1997 8:37:00 PM
From: pat mudge	of 31386

Bob -- Isn't this exactly what we've been hoping would happen? That competition would heat up and get the telcos off their corporate/bureaucratic duffs? And once the telcos move won't the long distance carriers like MCI get even more serious and so on and so on, like a massive game of chess? Or do I dream? As for MCI's history, I have no knowledge of it whatsoever. Before this year it's been a voice on the phone asking me to switch to a faster/cheaper/more user-friendly service. How does BT change the equation? Based on their announced plans to build a second Internet, why wouldn't you think they're more substance than fluff? When MCI and BT merged it was a little like the American Nancy Langhorn marrying Waldorf Astor. Vitality and money are a powerful combination. Incidentally, the hybrid systems being put together seem like an engraved invitation for VDSL. You hit on perhaps the biggest benefit of the entire scheme and that's increased competition for the telcos. Cheers! Pat

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