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Non-Tech : Amati investors

AMTX 1.520

-3.2%

Jan 15 3:59 PM EST

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To: pat mudge who wrote (24768)	9/13/1997 10:33:00 PM
From: SHADOWDOC98	of 31386

Pat: I was at the Salomon Tech Conference last week. Sorry I didn't have time to post until now. Here are some additions to what has already been posted by you and NY Bellboy who did a great job at the meeting. Sorry we didn't have time for lunch, maybe next time. 1)ADSl does not work in Japan for several reasons. The phone wire bundles are huge and enter most buildings right next to the power line bundles. This results in tremendous noise on the phone lines, for example from elevator power transients, etc. In addition the size of the copper wire is nonstandard, being approximately .26 mm vs. the more standard .40 mm in Europe and US. Amati is working with NTT to modify DMT so that it will work in this environment. JS talked about a "ping-pong solution", a technique that was also used to solve VDSL problems in the past. Still in development. Anyhow, CAP could never work in Japan. 2)Major event for me at conference was JS himself. The guy is superclassy, tremendous engineering knowledge combined with keen business sense. Understands that Amati will not own ADSL despite head start and patents. Conservatively estimates Amati will get 30% of the business which leaves plenty for others to get and encourages broad competition that will help to rapidly develop the ADSL industry. 3)JS stated that Orckit was the only other DMT ADSL company that actually had working modems in field trials that Amati had seen. Equipment worked well. No comment made about Orckit licensing from Amati at this time. 4)Ethernet interface will be done in software by end of 1998. Said there were approximately 300,000 gates on TI chip so plenty of circuits were available to do Ethernet with software. Wonder where this will leave 3COM's ethernet NIC business. More in my next post. JUst Call Me Doc

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