[Changing strategies]
<<<If they can get their foot into the service provider's door, they feel the battle is half over. When that occurs, they start making money, and have a relationship with the customer. If at a later time, the customer wants a DMT solution, the CAP vendor for that customer base has a huge advantage - they can do whatever it takes to offer that DMT solution, and can offer things like "seamless transitions", or special deals to upgrade from the CAP boxes to DMT boxes, or whatever.>>>
Steve --
I would have agreed with this hypothesis before my trip north. Now, however, I'm beginning to see how wary the telcos are (at least, GTE) to committ to a technology on an interim basis, especially if they see the replacement within a few months of launch. I could be wrong, but that's my take at this point.
As for Cisco being the gorilla of networking, what will happen if they go with Amati's DMT from the get-go? I know this is a stretch, but I can dream.
Cheers!
Pat
[Early fog gone, now sunny and warm, appx. 75 degrees.]
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