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 1.580-0.9%Feb 9 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Amadeo Zevi who wrote (3299)9/2/1996 12:15:00 AM
From: pat mudge   of 31386
 
<<<So if CAP is indeed an early entry in time and price, than other
companies a risking to lose market recognition. Timing is everything>>>.

I agree timing is important but I wonder if CAP is as far ahead as we once believed. I've been told the gap has narrowed. As for Amati entering the CAP fold, wouldn't it take far too long to develop it and bring it to market in time to compete? I suspect if Amati thought it was worth the effort, they'd do it. I'm quite pleased with their focus on VDSL and foreign markets in addition to ADSL/DMT. Let me quote something from their prospectus (p. 54) I hadn't noticed earlier:

"Amati believes that its DMT technology is superior to other available modulation technologies for this application and is designing VDSL products using its microelectronics capability. As with ADSL, VDSL products will be asymmetric and carry video, voice and data simulataneously. ***Amati's Piccolo VDSL product is expected to operate symmetrically at speeds of up to 25 Mbps. Amati's VDSL products are expected to be introducted in 1997 and will be competing for the ANSI standard for VDSL transmission. . . [its] VDSL chip is being designed for utilization in cable as well as copper transmission**** . . . [and it] believes DMT has the unique capability of optimizing the upstream data rate relative to other technologies available."

Have you already discussed this? I apologize in advance if you have.

Regards, Pat
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext