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Non-Tech : Amati investors
AMTX 1.650-4.3%Dec 1 3:59 PM EST

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To: Bob Smith who wrote (12356)3/20/1997 4:44:00 PM
From: pat mudge   of 31386
 
[Rural vs. urban]

<<<I'm not sure why MCI doesn't offer these services to business customers in large cities? Maybe they using this as the "trial" for large city deployment sometime in the future.>>

Bob --

They've begun in NYC already. This will give them the model they need for urban deployment.

<<<I didn't like the "video trials as phase two part"...maybe they need to line up a content player who will sell "video on demand" ..not sure if this is part NWITA's (Northwest Iowa Telephone) plans. Also note that 2 out of three customers are deploying HFC as opposed to ADSL...I wish I knew why?>>>

I thought this was tied to the specific rural situations involved. I admit I didn't follow the cable discussions and noticed even the journalists weren't sure they were getting answers to the questions they'd asked. When someone questioned about ADSL, the guy from MCI said they *were* deploying it, primarily to businesses, right now. He mentioned "prime customers."


<<<Too bad they didn't spend much time on the vendors...hmmm.>>>

With Hambrecht & Quist doing the questioning, I have no doubt whatsoever he'll find out who's who. The *small company with leading edge technology* won't be hard to figure out considering how well they did in the trials.

I'm glad you understood all the infrastructure discussion. We make a pretty good team, don't you think? :))

Cheers!

Pat
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