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Non-Tech : Amati investors

AMTX 2.065

+0.5%

Nov 5 3:59 PM EST

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To: Scrapps who wrote (31212)	11/16/1999 7:00:00 AM
From: Eric Goethals	Read Replies (1) of 31386

No Scrapps... I think you have lost sight of the goals here. The main goal of all TelCos is to compete with the Cable companies for services. Period. The best way do this is to make sure the playing field is as level possible. I.E. Bandwidth on the same order of that cable can provide. Very big advantage for selecting Full Rate over Lite. This is a must for the TelCos to compete and/or dominate. If somebody knocked on my door today giving me the option of either Lite or Full Rate I think I would laugh. SBC is committed to nothing but Full. GTE and Pacific Bell at the moment are installing only Full. (Who else...?) All Lite does now is short change the customer in services which translates into lost revenue for the TelCos. I think those who announced Lite solutions did so as a hedge against Full. This is my bet. I still don't know that anybody can even sign up for Lite services yet. The only advantage Lite has now over full rate is power dissipation in the CO. Do you think the TelCos will eventually tighten down on this? -E

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