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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.720+2.5%Nov 7 9:30 AM EST

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To: Bill Harmond who wrote (472)7/7/1996 2:35:00 PM
From: j rector   of 1365
 
To All,

I am trying to come up w/a reasonable time
frame for mass xDSL introduction. As I understand
it, the steps necessary are:

1) Positive results from trials (any news on this lately?)

2) Conversion of telco switches from analog to appropriate
digital (does it matter whether its ADSL/VDSL/HDSL at this point?)

3) Mass production of home modems.

My main question is in regards to 2). What capital investment
is involved, what is the time frame required? etc. If the
RBOC's move fast, we could see substantial earnings for AMTX
by mid-97, if not, another year?
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