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Non-Tech : Amati investors
AMTX 1.470-5.8%Dec 12 9:30 AM EST

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To: MangoBoy who wrote (13668)4/7/1997 8:57:00 PM
From: Michael A. Marsh   of 31386
 
[MSN and ADSL]

<<MSN uses UUNET for its POPs (as does GTE.net), so the decision to implement ADSL (and DMT v. CAP) lies with Worldcom/MFS/UUNET, not Microsoft.>>

If what you say is so, what is your take of the GTE-Amati trials? On Amati's home page it says, "Amati is the supplier for all high-speed ADSL/DMT equipment in GTE's current Internet access trials in Washington and Texas." Is this Amati PR hype...heaven forbid. This doesn't say GTE are not still testing CAP or other xDSL at these or other sites. My impression is GTE is testing markets for xDSL. What is Worldcom/MFS/UUNET's position at this point if you know?

If Worldcom/MFS/UUNET's choice is not DMT but some other xDSL flavor what are the possibilities for a favorable Amati outcome? One either MSN and/or GTE elects to go with DMT anyway. Second, Sprint, MCI, or another batch of ISP's go DMT. For the USA I see non-RBOC's as the centers of real profit potential for Amati?

Any idea at the present time and near term future (6mos) of the relative costs of implementing the various xDSL flavors?

Mike
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