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Non-Tech : Amati investors

AMTX 1.360

-1.4%

Dec 26 9:30 AM EST

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To: jttmab who wrote (15346)	4/26/1997 1:33:00 PM
From: Bob Smith	of 31386

[VDSL & ADSL] James & Fellow Amatians...lend me your ear, I specifically remember Amati stating that they "projected the VDSL market to be larger" than the ADSL market. Furthermore, their target market was the business customer. Their behavior in the MCI trials (NEC/VDSL) certainly supports the above ... while Westell and others may gain the mindshare of consumers and the needs of low speed business customers. My question... given the early momentum of a consumer ADSL market interested in speeds of 1.5mb(initially), is Amati in danger of losing key revenues to support key growth iniatives. I know they have had trials with Microsoft ... but are we missing a juicy market that may predetermine the direction of ADSL vendor success. Personally, I think a vendor would like to go with a cost effective solution that is upgradeable (in speeds) to support the changing needs of their customers. Does Amati have a distinct advantage here..or can others like Westell (since they sell both CAP/DMT and lisc from Amati) "gain first mover advantage" that results in long-term advantage?? Am I making sense...or have I had too much coffee? Bob

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