Orders of magnitude of speed?
I have been intermittently following this thread for many months without posting at all, and am long AMTX, a bit more than I am really comfortable with, and with a net loss (like many, no doubt). Amid all the hoopla and paranoia, I notice that there are several quite knowledgeable (and generous) individuals who post messages here. My question is: What are the chances that Amati, even if well managed in the short run, will be a flash in the pan? I'm no engineer, have a background in the social sciences, and must confess that I fuzz
over in critical areas sometimes, e.g., upstream and downstream mega-whats? I don't really have a clear conceptualization of the orders of magnitude that we are talking about in terms of speed and bandwidth. I do have personal experience with how disappointingly
slow and limited the current standards are on the Internet - that's one reason why Amati sounds so good. The Copper Gold (or whatever current) model is fast, but compared to what? ISDN, cable, fiber optic, smart wireless? Probably some yes and some no.
There's enough smoke that it sounds like AMTX is still a contender this year, and maybe next, but where are we going really? A friend has been sending me copies of George Gilder newsletters lately, and compared to what he envisions (assuming, of course, that the electromagnetic spectrum is not given away to soon-to-be-obsolete corporate entities for campaign contributions) the bandwidth of even Amati's cool copper wire technology sounds like a serious yawn, and that's charitable.
I would very greatly appreciate any comments, critiques, reading lists, etc., on any side of this issue, either posted publicly, or direct to me (I assume that's possible, though in this initial posting, I really don't know how). I am not "the Entity" (amusing concept) but just another investor like presumably most of you. |
