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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: mike angelo who wrote (18593)	5/29/1997 11:18:00 AM
From: Bob Smith	of 31386

[Top Rboc's] Mike <<"The combined entity would create a giant with the largest local exchange customer base in the country, stretching from Maine to Virginia". Seems to me there is "gold" in CAP. BA/Nynex may have the largest ADSL deployments in the country.>> I agree. The BA/Nynex reach is tremendous. I would also put SBC or GTE (in talks w/AT&T) as a very close second for stratgeic reasons. SBC - Covers 7 of the top 10 cities in America and all of Calif, where 30% of internet traffic orginates or terminates. Consumer acceptance would certainly drive volume. GTE - National ADSL internet plan....this will be their "bread & butter". I suspect they would move faster then any other Rboc because they are not regulated ...and have advanced partners (Microsoft & Cisco) in their game plan and are application focused. I still think a national GTE deployment or an alliance would Cisco would more than keep Amati busy. And perhaps other major business would be difficult to truly deliver with limited employee resources. Now if Westell bags a major portion of the GTE contract ....then the intial market share war could go to CAP. I can't wait for the GTE announcement...and who is in that Amati booth at Supercomm...could be a large piece of the "Amati Puzzle". Bob

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