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Non-Tech : Amati investors
AMTX 1.500+3.4%3:59 PM EST

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To: j rector who wrote (20083)6/20/1997 1:12:00 AM
From: SteveG   of 31386
 
<[ 100K to 150K units]>

I wonder what Amati's cut on these will be. I'm thinking $20-30/unit?
Let's say an ambitious $40 x 150K = a respectable $6M.

The whole thing about profits in larger deployments is so elusive. Already, Netspeed deployment is for about $200/line. Diamond and Copper Mountain (using Ipsilon) will be on their heels. How much margin do you think there will reasonably be in a mass deployment?

Who will really make the money in an "ADSL buildout"?

Steve
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