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Non-Tech : Amati investors
AMTX 1.500+0.7%10:44 AM EST
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To: x70sxn who wrote (5523)11/12/1996 9:34:00 AM
From: Kelly Igou   of 31386
 
You are correct that we knew that AMTX and NEC were collaborating.

What appears new (to me) is the discussion of product development timelines, which appear to be earlier than I expected by a year or two. Perhaps AMTX has kept its VDSL strategy quiet in order to scoop the market and get a lead on the standard-setting process and in the market?

If AMTX believes the VDSL market to be much larger than the ADSL market, it would make sense to limit their engineering efforts in the ADSL market to "proof of concept" trials and test benches in order to validate the DMT aspect of the technology, but not to expend their engineering talent trying to design products for that market. Perhaps they feel obligated to field and market ADSL products in order to be perceived as a "product" company (not just an industry research house), provide some cash flow to fund research, and to make secondary financing easier to secure, even though ADSL may not be their real focus.

If this is the case, the Overture 4 and 8 may be their only ADSL products, and their design engineers might be focusing their efforts on the NEC collaboration to package and propose an ANSI standard, and produce the first prototype VDSL products for trials.

I don't see a downside to this. It makes sense to me.
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