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Technology Stocks : Amati - MAIN THREAD
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To: Marlon Halpern who wrote (62)5/16/1996 11:21:00 PM
From: JP Durham   of 700
 
Marlon, WSTL announced its intention to use MSFT at a cable modem conference a while ago. This is not new. Why did AMTX go higher? Because a big boy like MSFT is recognizing ASDL and wants to be part of this growing area. Don't think for a second that Amati, Analog Devices, Motorola, Aware, Orckit and even Pairgain...will not counter with a DMT based platform. Billions are to be won or lost. This is only the prelude! If the above co.'s can show better performance (DMT)at a similar price, then Amati can't be ignored. Remember, the deregulation will require the RBOC's to offer something equivalent to cable if they don't want to lose market. With the huge increase in graphic intensive applications to be used on POTS, and a lot more future users on the net, DMT seems to be the best choice for reliability and performance. As my father always said, "Do it right or don't do it at all." Never try putting out a fire by spitting on it!
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