[CHAT: Deemer:Institutions]
Good morning Walt!
I was suprised to see my name here on the thread last night!
As to the institutional investors, there was a post some time ago - number 10494 here on the Amati thread, which listed the largest investors. Needless to say, it was somewhat out of date (mid-late '96) but does indicate that the Fidelities of the world do know a little bit about the existence of this company.
As you know, I look at things in the long term (i.e my IoMega call last year - Citrix, too remember that one?). Nearly every day, I research on the Web, and in the trade pubs, looking for indications about the viability of ADSL technology.
Every time, I return to the same conclusion: it's going to be huge.
I like to think that Amati will be part of it - I sure hope so, since I own an itty-bitty piece of it!
The most important and interesting (to me) issues now about ADSL rollout concern the telco's strategies for a rollout. I've posted a few items about that subject; they haven't generated as much discussion as I'd hoped. Issues like the telcos using this "advanced service" as a wedge to drive:
1) Higher access fees from the ISPs
2) ISPs out of business (by making access to the telco's network difficult/impossible)
3) A foot in the door to providing subscription "TV" service. Data's data. An infrastructure built-out to service massive amounts of data can be used for many things. I thought it was interesting that BellSouth was willing to pay, what, $50/POTENTIAL customer for that WANTV purchase I posted. It makes me think that that would be a very interesting business plan supporting the build-out of ADSL plant. We've been talking about it from standpoint of how much a consumer would be willing to pay for a high-bandwidth service. Perhaps that perspective is all wrong: perhaps the telcos will look at it as a means to entice and hold customers, and will not be waiting for us to clamor for it on an indivual basis. i.e: using xDSL technology as an offensive weapon rather than a defensive one.
I'm just talking out loud here...[insert standard disclaimer here].
Gotta get back 2 work
Steve |
