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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: pat mudge who wrote (6411)	11/30/1996 11:10:00 PM
From: AK2004	of 31386

Pat from what I understand wireless internet and vod is not exactly new. There is a company in NY that is testing LMDS and one that is testing MMDS in Virginia. Similar testings are going all over the world and that includes Canada. The technology got it's advantages and disadvantages. Among main disadvantages is that the data throughput is limited(which would mean unreliable connections) and another one is that in large populated areas they have rules against building towers and the main advantage of the technology is that it is very cheap. It is most likely that wire technology will coexist with wireless where wireless would be used in rural areas where it is more economical to use it. On another hand adsl would take advantage of existing copper. I think telcos are dragging their feet because the competition from cable companies slowed down for some reason. IMHO, we should not forget that adsl means $BB of investments. We are most likely entered a slow stage of adsl development. I found it much more disturbing when I read that a small article on CG and in this article they were saying that initially modems that would be based on CG would be $1500-$2000(I do not remember the source but I think it was posted here by someone). I was a bit shocked because I thought that with introduction of CG the prices on dmt modems would drop. If I would be an executive in one of the telcos that were considering adsl I would think again. Another problem that I see is that there is no direct response from amati's pr to globespans pr. And you can take my word for it that lack of response is taken into account. Westell's position is not much better -- from neutral position they switched to CAP camp. I understand that it is a right position for Westell because they are not sure when mot will deliver and now at what price but it does not do much good for adsl. Untill telcos would know that they will have reliable suppliers of technology it is hard for them to commit $BB and untill they commit $$ it is hard for manufacturers to build cheap modems. It is sort of catch 22.<g> Regards -Albert

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