Amati vs. Aware Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amati vs. Aware

AWRE 1.810

-2.2%

Jan 30 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andreas Helke who wrote (56)	8/16/1996 10:29:00 AM
From: mike angelo	of 221

An additional concern of mine is that third-party vendors, those that will build ADSL into their products that build the Internet infrastructure, will find DMT too costly. Remember that those vendors need to make a profit too. Everybody adds margin to product. If DMT is too costly, it will not be implemented. If it takes too long to bring costs down, vendors will not have the cycle time available to build product. No vendor is going to build a product if they feel RBOCs will not deploy because it is too costly. Bell Atlantic is currently conducting trials with CAP modems from Westell. They have constantly pushed for CAP. Therefore, I believe Westell will be a huge beneficiary of BA's ultimate deployment decision. ma

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next