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Non-Tech : Amati investors

AMTX 1.375

-7.1%

Dec 23 3:59 PM EST

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To: OHL who wrote (15868)	5/1/1997 6:47:00 AM
From: Bob Smith	of 31386

[Cisco] Debra, <<This Cisco thing from earlier today intrigues me. What do you think? ADSL? XDSL?>> <<NEW YORK -(Dow Jones)- Cisco Systems Inc., the top maker of computer-networking equipment, reportedly will officially unveil a key product that can efficiently and simultaneously handle voice, data and other network traffic at a networking trade show in Las Vegas next week...>> Let's guess...after all we have no other facts. What we do know from past posts and other data sources: * Cisco has/is talked to Amati...(don't have anymore than that) * Cisco's competitor's are annoucning XDSL partnership's (Bay ...) * 3Com purchase of USRX ...presents a serious XDSL competitor with an end-to-end solution * Microsoft has trialed ADSL...Microsoft is "stretching" into networking. * Cisco works only with "standards"..(pulled from interview) * Cisco grows through acquistion in Silicon Valley (fact/hype) Summary ------- If Cisco does not present an XDSL strategy or product soon...it can't wait too much longer. Obviously, we are hoping for an "Amati alliance" of some sort...but in reality the announcement could be an "Ipsilon Killer" or antother data networking integrated product. (PS...if you read yesterday's ADSL test at the MCI labs. I thought this paragraph is important for ALL data networking vendors TODAY. <<However, you don't need the telephone company to use ADSL. If your branch offices are across a campus, for instance, you can use acopper pair between those sites. It is possible to place a "remote" ADSL modem on the receiving end, and a "central" ADSL modem at the transmitting end of the connection with nothing but the copper wire in the middle. With a telephone company providing a backbone link, you can connect offices that are located great distances from each other, but are close to their respective telephone carriers' central offices. (http://techweb.cmp.com/nc/808/808ws1.html)>>

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