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Non-Tech : Amati investors

AMTX 1.465

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11:46 AM EST

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To: Tango who wrote (2992)	8/23/1996 12:57:00 PM
From: mike angelo	of 31386

Yes and No. What I mean is that if a telco and others are willing to shell out a billion dollars for cable modem technology, then that proves they believe that there is a huge market for faster speed technology right now. ADSL and cable modems are pretty much in the same stage from a technological progression point. Therefore, it now seems logical to assume that within 6 months we may see a huge contract awarded to an ADSL company. The telco's are never going to put all their eggs in a cable basket, not with all the copper they have out there. It is now just a matter of time before ADSL gets awarded to a company. The question is one of timeframe and which company. But the cable award proves a serious commitment to high speeds without a shadow of a doubt. That also means telco's see this contact and it will put pressure on them to buck up. It just raised their performance bar to react to competition. ma

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