[Amati Coppervision]
>>What brought this up? A number of things:
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* extended time for true RBOC ADSL deployment<<<
Bob-
We knew this going in, one of the reasons some of us choose Amati, early last year, lots of overseas trials, U.S. was slow to adopt ISDN.
Though the U.S. has picked up the Pace :^)
>>* is cap an early winner for '97<<
The early bird gets the worm, pardon me if I look like the cat that ate the Canary.
CAP does not go anywhere in Europe.
Until I here otherwise DMT is the ANIS & ETSI standard
It's a VW Vs Porsche Race, guess who wins when they have the same price tag...
Early winner in 1997? I'm waiting for Christmas 97.
>>* looking at the Pairgain increase.. maybe HDSL will be the
early winner<<
Pairgain has been selling HDSL for years, one of the reasons it went $40-$120 last year. But HDSL is almost as dead as ISDN. Both will be around for a while.
PAIR will do just fine in the future as long as they continue to pursue ADSL/VDSL, but until ADSL is available anywhere, HDSL sales will be very profitable.
>>* are we being held "hostage" by Motorola with chip deployment?<<
We have known not to look forward to Mass GC until 2Q 3Q 97. No matter what has been quoted.
Looking forward to the day CopperGold tm starts flowing.
>>* is the "business model" a winner for Amati?<<
They are working with the best Companies, and there is no doubt they have the best product on the market in the OV-4/8 it's been tested and evaluated since 1993.
Amati is not a US Robotics, but every company starts somewhere. .
I defy anyone to show proof of a better ADSL product by any company even if they license Amati's DMT.
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To anyone intrested -
After following xDSL, and all the technologies that work in concert
with xDSL for a year & Q, I find it is best to have an investment in a few xDSL OEMs, if interested in investments in xDSL. They are all
at excellent pricing. 2 years from now you won't care if you bought xyz at $11.5 - $15 - $23.
Amati, PairGain & Westell were the first three I studied prior to any investment. At that time Dec95/Jan97 there was no doubt why my first investment choice was Amati Comms Corp. for the long term.
Jan 96
MOT had licensed Amati's DMT, plans to manufacture.
Amati ADSL/DMT = ANSI & ETSI Standard
Amati had trials in 6 countries, including NEC/Telstra - Australia
DMT was far Superior to QAM/CAP
J.M. Cioffi
Pete Chow
I watched PAIR $40, WSTL $20 & Amati ($6) soar to: PAIR $120 Split,
WSTL $85 Split, Amati $36.
This kind of movement, with this kind of technology, and now it sounds as if people are questioning why we here are so excited?
We follow the Networking/Telco/ISP Industries why? Because they can't get it to the customer in Megabits without us xDSL'ers plain and simple.
Excited!
Amati is working with GTE MSFT MCI/BT NEC MOT TXN ALA SNI Samsung IBM
Likely there are many more in the future, and a few Carrier Contracts too. What's not to be excited about!
We provide the information here for the whole DSL Copper Mine, please help yourself.
We are here to trade information to those who participate, our friends, and for the benefit of the lurkers ( the Lurkers have spoken for themselves lately since AZ's return.)
Fill your portfolio with CAP, AWRE, PAIR, WSTL, USRX, I don't care. This is the Amati Investors Thread. There is ample information here, more than you'll find on most stocks. I am not about to state my justifications for why I discuss Amati and it's potential, each time I post.
One may understand the technology, but if you don't have Coppervision, you can't see 5 -7 years down the road and what this technology will do to the world.
Without ADSL/VDSL, I might have wireless, tying up my phone line with a 28.8 uplink. Maybe cable, if my provider is not broke or gave up on the idea, a Cable Modem is a possibility, though most likely I would still tie up my POTS line with a 28.8 uplink. But still there is no guarantee.
I could have gone into far greater detail on Amati's finer points, but it's all documented in the thread many times by many Amatians.
Regards,
JW@KSC |
