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Non-Tech : Amati investors
AMTX 1.600-1.8%Jan 9 9:30 AM EST
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To: Louie Liu who wrote (14562)4/17/1997 11:03:00 PM
From: pat mudge   of 31386
 
[Asian markets]

<<<I think Japan and the so called Asian tigers are the early markets for ADSL/VDSL modems. The combined market size is about the same as the North American market.>>>

This certainly is in keeping with Amati's prospectus which states: "The Company expects that sales outside of the United States will represent a significant portion of its future sales, especially of the Company's ADSL products."

I don't know how Japan and Malaysia's telecommunications regulations are set up, but in Australia they're legally bound to supply both entertainment and telephony. In the words of NEC's Peter Taylor, "A full-service network is imperative." And in the case of Australia, the cost of hybrid fiber coax [HFC]is turning out to be prohibitive and "may not provide full service. . . there's no Internet access on fiber. . . " He went on to explain that with privitization investors are looking at the capital exposure and asking, "Is there a better way?" The obvious reply, "What about ADSL?" Now try to imagine the politics involved as they contemplate changing directions mid-stream.

I got off-track but started out wondering if these other countries have laws requiring them to offer both telephony and entertainment the same as Australia. If so, it could certainly lead them to choose the higher bandwidths from the outset.

Something to think about during the lulls.

Regards,

Pat
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