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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: Bob Smith who wrote (17487)	5/13/1997 7:11:00 AM
From: John Hunt	of 31386

[ USRX Competition ] From my observations, US Robotics controlled the market in the past by: 1) Pre-announcing products based on proprietary technology that could be updated later when standards evolve 2) Providing highly integrated Products at the ISP location 3) Selling very competitive modems at the retail level Their problems for US Robotics with ADSL as I see them are: 1) Non-USRX standards are well established (DMT and to a lesser extent CAP (defacto) ) 2) Most modems will be installed at the telco central office, not the ISP. ( If the modems are located at the ISP, I do not believe telcos have to provide a physical pair, only a local loop under their tariffs, but I could be wrong ) 3) Any retail modems must match what the telcos install until standards are finalized. Where would you put a combined serving ADSL/Analog modem? If you put it at the ISP you are limited to 15-18,000 feet. If you put it at the local serving central office, how do you get the analog signal to the ISP? In summary, it's a whole new ball game. Anybody have any comments on this? John

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