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Non-Tech : Amati investors
AMTX 1.520-3.8%Feb 10 3:59 PM EST
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To: mike angelo who wrote (3009)8/23/1996 8:07:00 PM
From: Chris Alexander   of 31386
 
Given the way ADSL deployment with actually go down which will be SELECTIVE, quote the number of POTS statistic that some here have done is really misleading right? What is the estimated number of actual copper lines that will have ADSL deployed? Compare that to cable. We also need to decide how the competition is likely to divide up the pie. With the latest developments with MOT; alliances which have been some of the thinking behind who will succeed needs to be rethought. How much room is there for a company like Aware or Ariel? How many other players will be in ADSL by early next year that aren't even being talked about now? USRX seems one likely addition to the list. This makes understanding the pie and how it will be cut very important. Look at the impact a 1 billion dollar contract had on ZE. Not much of a price jump. How much of a price is justified from fundamentals when really contract numbers are used with ATMX. Could AMTX already be reflecting its fundamentals based value?
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