Amati vs Westell, DMT vs CAP ADSL Message Board

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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL

WSTL 5.700

-6.6%

Nov 17 3:57 PM EST

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To: Techie who wrote (428)	6/26/1996 2:27:00 AM
From: Andrew G.	of 1365

Hi Techie, your underestimating BBTK! I don't want to dump a full page or two of announcements on you, but if you go over to the BBTK thread, you'd think they're celibrating already! It seems that BBTK has got everybody's attention at SuperComm because they have got what maybe the fastest stuff around and their ready to go. Of course it doesn't hurt to have partners like Intel and NEC. Sticking to this threads subject matter, I would pose a question to all thread followers. ARE THE DIVIDING LINES BECOMING CLEARER TO EVERYONE ? My view is it has less to do with ADSL vs Cable modems,wireless vs twisted-pair vs.fiber, CAP vs DMT, etc. It basically has to do with the team picking among the big guns (ie. Intel, MOT, telcos,etc.). Everyones leveraging their alliances to draw market share and stockholder share because the technology is still in the mill and not yet in the market. To the speculator, it is apparent that alliances count now for value more than any companies foreseeable capacity to deliver on their "promises" or hype, whichever the case may be.

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