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Non-Tech : Amati investors

AMTX 1.595

-3.3%

Dec 2 3:59 PM EST

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To: barry fowler who wrote (17602)	5/13/1997 7:58:00 PM
From: bill c.	of 31386

[ chat -barry ] > When next year rolls around the ball will the rolling on xDSL sorry about the sentence... When next year rolls around the ball will be rolling on xDSL I convinced myself many months ago that xDSL is better than Cable, Wireless Cable, and Satellite "DirectPc". I invested in CAWS to learn about wireless cable, ZE to learn about cable and Hughes Network Systems gave us a talk about their Satellite system. For many many different reason, I concluded that xDSL is the best technology. So lets talk about USRX. Here's a question... AWRE sells its solution as components that USRX could integrate into its existing platforms. Why does USRX need to re-invent the DMT solution on TI's chip? Who thinks that the USRX DMT solution will interoperate with the MOT, ALA, or TI/AMTX solution. If they make a standard compliant DMT solution they will have to pay AWRE and AMTX. Why take a full year when you could use the AMTX/TI or ADI/AWRE solution? USRX wants to make money selling the X2 technology. They have a 12 month window to push this technology and lock their customers into a USRX based solution. It's a long term business decision that USRX is making. How to lock our existing customer base into a USRX/COMS solution? Promise V.Everything/V.vaporware to your customers, and push the X2 solution... until later...

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