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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.470-0.2%3:43 PM EST

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To: Steven Hollis who wrote (458)6/28/1996 2:56:00 PM
From: Techie   of 1365
 
Hi Steven and J,

It's been a long day... so I'll start with the easy posts ;)

ONU = Optical Network Unit

J: Figure 2% royalty on the chips. $50 or less for the chip???

What's interesting about USRX's comments is that they intend to do a lot more than assemble the parts, or so they say... that's why I was surprised about the 6 month comment. They are smart enough to know that there won't be much margin in just assembling the parts. Look at the PC makers or motherboards... both are low margin businesses.
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