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Technology Stocks : Amati - MAIN THREAD
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To: Techie who wrote (345)6/7/1996 3:40:00 AM
From: Geof Hollingsworth   of 700
 
The chipset shortlist would have to include Orckit. They provided the transcievers to the US West proof-of-concept last summer, and I assume the Westell boxes at the US West trials which are just getting started have "Orckit inside". I have heard (second-hand) that they are part of the Bell South tests as well. A great way to answer your short-list question would be to walk the SuperCom floor in Dallas at month-end, since I am sure all of the players will be there. Any volunteers?

With regard to USRX. I went to their breakout at the H&Q conference in April, and the CEO said that while they have and continue to look at ADSL, so far their customer base isn't giving them signals that the market is imminent, I think because of the upgrades necessary to hive off the data traffic before it hits the CO. So they are concentrating on other product areas for now (go figure). I can check my notes at the office tomorrow for more details if you want.
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