Amati vs Westell, DMT vs CAP ADSL Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amati vs Westell, DMT vs CAP ADSL

WSTL 5.700

-6.6%

Nov 17 3:57 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andrew G. who wrote (429)	6/26/1996 2:49:00 AM
From: Techie	of 1365

Hi Andrew, about BBTK. I am not saying the technology is bad. I spoke to these guys at length about 10 days ago. I am simply saying their technology depends on Fiber To The Curb (FTTC) and in my opinion that's not going to happen anytime soon. Intel & Lucent may disagree with me, but I don't think the telcos are going to spend the money if they can provide good service with xDSL and the cable companies don't have the money even if they wanted to spend it... During the same conference, I asked Lucent why they didn't want to keep Paradyne (this was before the sell announcement). The reply was they didn't really think xDSL would solve the problem. Today I hear Lucent is looking at possible partnerships for ADSL (this is 2nd hand, so I can't vouch for it). But if it's true, it means within 10 days they got convinced that ADSL is real and is going to take off with or without LUCENT because IT's the cheapest thing to implement that doesn't have FLOWS!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next