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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: Gary Schneekloth who wrote (9233)	1/23/1997 11:46:00 AM
From: Dave Walp	of 31386

(Bandwidth) Users will ALL DEMAND increased bandwidth. Did you ever have to wait for the next "screen" of a TV program to appear?? Shifting the bottleneck from 28.8 modem to server by use of xDSL will merely create investment opportunities for us at each subsequent bottleneck. Compare it to stereo components where each time you upgraded a component it pointed out a shortcoming in another component which you then upgraded and which then pointed out a shortcoming in another component which you then upgraded ... (repeat until exhausted, or your funds are)... This will cause a HUGE capital expenditure boom (which will create other problems, but not germaine here). I hope I can get ADSL from Bell Atl soon. Sigh. Dave

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