Tim - My 2 cents.
>>Perhaps you are implying that Amati can survive even without the US market.<<
Pat wrote :
"As for teaming with a North American telco, I'm hoping GTE is the first, however, Amati has made it clear North America is not its target market. (Read page 26 of annual report.) "
Below I will post a paragragh from Pete Chow PHD StandfordU./Amati Comms Corp. This is from his one & only post on Telechoice ADSL disscussion forum, on January 25th 96 , this does not say where Amati's market is but you can get an Idea.
JW@KSC
(3) Leadership of ADSL
In his 12/26/95 posting, Alex (xxxxxxxx@xx.com) asked about whether U.S. is leading or being lead for the deployment of ADSL. Well, in terms of standards activities, U.S.; i.e., ANSI, is certainly ahead. For anyone who actually read the ANSI T1.413 ADSL standard, you know it's a pretty detailed piece of work, including a single informative annex from ETSI, which essentially endorsed the ANSI standard. However, in terms of technical and market trials, at least those that we are aware of, the Europeans, Asians, and Australians are certainly much further along than the RBOCs right now. My personal feeling is that the U.S. will also be behind in actual deployment, just like ISDN (Germany has over 700,000 ISDN lines installed to date, which is a lot more than I can say for the U.S. right now, but the RBOCs are catching up).
In his 12/26/95 posting, Alex (buyer@mu.com) asked about whether U.S. is leading or being lead for the deployment of ADSL. Well, in terms of standards activities, U.S.; i.e., ANSI, is certainly ahead. For anyone who actually read the ANSI T1.413 ADSL standard, you know it's a pretty detailed piece of work, including a single informative annex from ETSI, which essentially endorsed the ANSI standard. However, in terms of technical and market trials, at least those that we are aware of, the Europeans, Asians, and Australians are certainly much further along than the RBOCs right now. My personal feeling is that the U.S. will also be behind in actual deployment, just like ISDN (Germany has over 700,000 ISDN lines installed to date, which is a lot more than I can say for the U.S. right now, but the RBOCs are catching up). |