SI
SI
discoversearch

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.
Non-Tech : Amati investors
AMTX 1.520-3.8%Feb 10 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JW@KSC who wrote (3140)8/26/1996 11:48:00 PM
From: Tera Bit   of 31386
 
Hi Jim,

Interesting stuff. I have been trying to work the LSI angle Muse mentioned but have been unable to get them to comment. IMO, an LSI/AMTX alliance would make a lot of sense for a lot of reasons, not the least of which was the 4 Bells RFP requesting 2 component suppliers.

LSI's system on a chip/process technology is the best in the industry IMO. They have a well deserved reputation of being able to quickly come to market with excellent silicon. Most people do not know that they implemented a MIP's RISC core into the Sony Playstation in 6 months. They also have leading edge ASIC & ATM silicon solutions.

I wonder if the 1 chip solution you reference has actually turned into a two chip solution which Muse alluded too?

I spoke at length today with someone from BBTK. Much of the conversation dealt with the costs associated with fiber deployment. It is apparently cheaper than I thought but I am not convinced that Telcos can justify the costs, especially in communities where the deployed copper is decent quality. Amati ADSL of 6-8Mbps is plenty
fast for VOD, I-net etc.

As to the 3 Bill CAP, the Yankee Group will be releasing a report soon predicting 2 or 3 million (cannot remember exact figures) ADSL units shipped by 2000. Here's the URL:

techweb.cmp.com

Cheers,
Daniel

PS: Thanks for the mail
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News