Amati investors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors

AMTX 1.595

-1.5%

10:40 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pat mudge who wrote (21992)	8/1/1997 1:46:00 AM
From: SHADOWDOC98	of 31386

Pat: It is starting to look more and more like it is going to be Amati + Ipsilon or others marketed by Siemens and others vs. Alcatel and Cisco (Dagaz), etc. Since Amati has access to Copper-Gold and TI's C6x DSP chip and Ipsilon's product is re- ported to be cheaper than standard routing technology, this should prove to be interesting competition. Cisco and Alcatel's corporate presence and marketing muscle certainly can't be taken for granted. But in the long run I believe the company that provides the best technology for the cheapest price will gain the larger market share. I think this will be Amati and its partners but I would certainly entertain opinions from others. Let's not forget what the clones and then mail-ordering did in the personal computer industry with cheap prices, companies that started out very small to begin with and went up against behemoths like IBM. Wonder if Ipsilon will be adopting Cisco's "tag switching" technology and if this protocol has has been selected as a standard for IP switching. I may be wrong, but I think as we go forward, these issues may prove to be important. With Motorola's and TI's chips (Amati DSP version) coming out in the next 2-3 months, we will soon find out if the telco's are going to deploy ADSL quickly as the orders will tell the tale. My guess is that orders will explode initially as chips will be in short supply for many months and I do not think any of the telcos that have chosen DMT will want to be squeezed out. Better to place a large order and then cancel a portion of it akin to the way memory chips used to be ordered when in short supply. On the other hand, if the chips become available and orders for modems do not materialize then the negative posters on this thread will be proven correct in their predictions that ADSL will not significantly deploy until late 1998 or 1999. I do not mind waiting for the longer term picture to develop as a stock investor in Amati, but if I were a corporate manager, I'd want ADSL for my work groups immediately. All just IMHO. PS: Pat, please see what info you can rustle up from your sources on Ipsilon and the status of its products. Just Call Me Doc

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next