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Non-Tech : Amati investors
AMTX 1.600+3.9%Nov 21 9:30 AM EST
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To: streetclam who wrote (17890)5/18/1997 11:24:00 PM
From: j rector   of 31386
 
[ WSTL will get over 25 million/year from BA]

I think this deal does not even include the modems
that the individual will purchase. BA's idea is not
to lease the modem to the individual, but rather have
them buy it. Also, it seems like this rollout is mid-98.
Not suprrised they went w/CAP--this was their plan
all along. However, for DMT to gain a foothold soon,
we will need to see a major deal from GTE or BT
w/in the next 6 months.

The thing that is amazing is the potential annual income.
From 1 RBOC we are looking at (conservatively) about 50 million
for WSTL/year. Add in the user modems and we're looking at
100 million/year. Now, multiply by about 20 and you have '98's
ADSL market--2 billion!!!. If AMTX could grab just 10% of that
market, they'd have a market cap of about 1 billion.
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