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Non-Tech : Amati investors

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3:59 PM EST

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To: mike angelo who wrote (2994)	8/23/1996 3:04:00 PM
From: Chris Alexander	of 31386

Mike, what your logic leaves out is the possibility that the telcos will accept that HFC into the home is one of the cheapest ways to deliver the full range of high bandwith two way communications for the long haul. The telcos could very easily decide that expanding into cable is the broadband solution of choice. ADSL might have only small applications here and there. It is possible that cable will be the far larger opportunity. I open that discussion up back in May and was shouted down if you will recall. Well, now it looks very different doesn't it? Cable has a big jump on ADSL and is the unfolding opportunity. The low cost of HFC and the fact that the logic that there is no money for cable development is proving as I said, WRONG. The venture money is heading into cable through companies that know how to manage cable. All the talk about how bad cable service is and how bad cable companies are; meaningless. Cable is a whole new ball game and there is a big realignment in companies within that field. The poor service/poor performers are either going to get bought or push out. In one year, cable will be mass deployed. ADSL; maybe, but behind cable significantly.

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