[WSTL logic]
<<<I think most understand your point in the Westell thread. When a company is in ~20 trials, I think they have a good chance at getting 3-4 contracts... not to mention that BA will merger with Nynex. This covers ~30Million lines... plus the partnerships with DSC and LU. It's obvious AMTX can move up faster IFF they get a contract... until later.>>>
Bill --
It's possible to reach the wrong conclusion if you start from the wrong premise. If Westell's in 20 trials with the wrong equipment, they may not get the contracts. Same goes for the BA/Nynex lines. The partnership with DSC/LU is valid. No one knows what it means yet.
I just got off a conference call with the VP of Business Development, Broadband, for Siemens and, yes, Amati does have a contract. And, in his words, "A follow-on announcement will come. I don't know when."
I asked who would be the first to deploy in Europe and he said BT. He also said Siemens is the largest supplier to BT, doing $900 million last year. I then asked what other ADSL business Siemens was working on and he said their semiconductor division will have a chip out in '98, using Amati's technology. [There were four others on the call besides myself so if SteveG, Mark Lewin, or srvhap want to double-check this information, they can email me and I'll tell them who to contact.]
There's more good news in the works from other sources, but I'll wait till after options expiration to post.
Cheers!
Pat |
