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Non-Tech : Amati investors
AMTX 1.470-5.8%Dec 12 9:30 AM EST
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To: JW@KSC who wrote (8740)1/19/1997 3:34:00 AM
From: pat mudge   of 31386
 
[Ray Smith kudos. . .]

Jim --

Of the three articles, the third is the best. Who could doubt ADSL after reading this guy's comments?

Kudos to you, too. A good day's catch.

Pat

<<<
Q: Is there a possibility of cannibalism where someone who is leasing a T1 line hears about ADSL?

A: There isn't a possibility. There is a certainty.

Q: What happens in a pricing meeting between Bell Atlantic's T1 manager and Bell Atlantic's ADSL manager?

A: It's a tough meeting. No food.
But, we're not going to make the IBM mistake. IBM didn't really support PCs in order to protect mainframes. We're going to go ahead with each technology as if it were its own business, with the full understanding that if we don't do it, someone else will. So, we may as well be in the satellite business, the terrestrial wireless business, and in all of the data businesses.

Q: Three years ago, Bell Atlantic was on the verge of deploying switched broadband and again today you're on the verge of deploying switched broadband. Why should readers believe it's real this time?

A: Circumstances alter cases. And whenever you're talking about speculative plans, you have to take them with a grain of salt. In this case the marketplace will govern deployment rather than just internal decision making.>>>
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