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Non-Tech : Amati investors
AMTX 1.600-1.8%Jan 9 9:30 AM EST
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To: Charles Carson who wrote (21040)7/9/1997 12:57:00 PM
From: Cliff Wood   of 31386
 
<Adoption-Diffusion of ADSL>

I plead guilty to possible excessive, unreasonable optomism re. amtx.

However, I have been a student of adotion diffusion theory for many years.

The innovators and early adopters represent about 15% of the total population. ADSL has global potential reach. If we are selling into that percent of the total world twisted copper, and possibly cable modem market, in the next three years; we are looking at one hell of a lot of business. As in the old joke, "there has to be a horse in here somewhere".

Regards:
Cliff
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