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Non-Tech : Amati investors

AMTX 1.730

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Nov 28 9:30 AM EST

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To: Roger Hess who wrote (20544)	6/27/1997 8:57:00 PM
From: pat mudge	of 31386

[Chips] <<<1) We know Amati is producing modems in limited quantities now for testing purposes. Whose chips are in them now? Or will the chips represent a breakthrough in modem technology?>>> Amati has its own chips which are fabricated by LSI. I'm not sure if they'll represent a breakthrough in modem technology, but I do know the one they're throwing now will be equal to their TI chip. If by "breakthrough" you mean reduced power consumption and improvement in over-all performance, yes, this will represent a considerable breakthrough. <<<<2) Once the breakthrough is made in the production of the chips and modems, how does this affect the communications landscape? Will this be what causes orders to be placed?>>> There are orders waiting for chips now. I believe more telcos will place orders when they know they're out and functioning as promised. By my calculation ADSL chips will have taken around 2 years from start to finish by the time they're out in commercial quantities. <<<3) Are the Telcos waiting for the breakthrough in the chips or are they trying to make up their mind about the technology or what...?>>> I can't speak for all telcos. I believe some are waiting to see what their competition does before making their move. GTE appears to be the U.S. leader in tests and stated roll-out dates. MCI has also been vocal in announcing their plans. The earlier generation DMT chips consumed too much power and in order to be a viable solution they had to use half as much. I believe Amati's LSI chip has succeeded. Figures aren't available on the others. I spoke to someone recently about government regulations and whether they were slowing down the process and I was told these hurdles will disappear as soon as telcos decide they should. In other words, telcos can use them as an excuse if they're playing for time. Incidentally, today's rejection of SBC's request to offer long distance in their own market was a loud warning to others to unbundle their loops or be shut out of long distance. I'm hoping they all get the message and start expediting the process. Regards, Pat

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