Pat,
I found this on Motley Fool, what do you think???
Thanks,
Mark
TECH TALK
By Paul Motter (TMF DotCom)
NEW YORK, NY (May 8, 1997) -- You heard it here first, folks. It
seems there are questions about whether the rumored deal for AMATI
Nasdaq: AMTX) (N) (S) with GTE (NYSE: GTE) (N) (S) will actually
materialize. Dow Jones reported that the expected deal that was widely
rumored last week, including in the Wall Street Journal, has not come
about. According to Dow Jones...
"'Although Amati Tuesday announced that GTE is expanding the trials,
the announcement wasn't as big as speculated,' said James Kedersha,
analyst at Cowen & Co. Amati and Westell shares have been buffeted by
rumor and hype as speculation about upcoming commitments by major
phone companies has come and gone, analysts said."
If you recall, I said earlier that the Regional Ball Operating Companies (RBOCs) which need to make the commitment to offer these services are huge customers and they have made surprise decisions before, especially last year when four of them selected ALCATEL (NYSE: ALA) (N) (S) over WESTELL (Nasdaq: WSTL) (N) (S). GTE has been using Amati modems for awhile now, but the question of whether Amati has the
manufacturing capacity to compete with larger companies is worthy of
consideration.
What about the Westell/BELL ATLANTIC (NYSE: BEL) (N) (S) deal
also rumored? No word yet. I also mentioned that U.S. ROBOTICS
(Nasdaq: USRX) (N) (S) and ASCEND (Nasdaq: ASND) (N) (S), the big
remote access switch makers, the dial-in hubs for customers to access
ADSL in the telco central office, have both agreed to license AWARE
INC. (Nasdaq: AWRE) (N) (S) ADSL (ANSI compliant DMT) technology.
Meanwhile, as expected, U.S. Robotics formalized the agreement last
week when it announced that it licensed discrete multi-tone (DMT)
technology from Aware for future releases of ADSL products under
development.
U.S. Robotics plans to develop software for Aware's DMT technology for
the next-generation Digital Subscriber Line Access Multiplexers (DSLAM)and customer premise equipment (CPE) planned for next year. This is the same technology Ascend has licensed for its ADSL products. In reference to other companies using Aware technology, a US Robotics press release states that "companies will collaborate to ensure interoperability with Aware's other licensees building ADSL equipment in order to help telephone service providers accelerate ADSL to the mass-market."
Three cheers for interoperability. As we have seen with the relatively
slow rollout of 56k modems by Internet Service Providers,
interoperability can be a factor when it comes to the adoption of new
technology. |
