Amati investors Message Board

STOCKTALK

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 1.600

+3.9%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pat mudge who wrote (28295)	11/4/1997 3:48:00 PM
From: Norman Klein	Read Replies (1) of 31386

Aware Lite: Good news for AMTX Actually this Aware announcement contains some potentially good news for AMTX/WSTL. One of the major points that the telcos have raised for stalling on the ADSL rollout is the need to install these voice/data splitters at the customer's premises. They claim that the enormity of this physical task will overwhelm their service personnel. Since a portion of the market (consumer, a portion which AMTX isn't really targetting) won't need this service, this substantially diminishes this argument. It also means that it will be easier (shorter waiting periods) for businesses (implementing ADSL) to actually get a telco service representative to install the necessary splitter. The other thing is that it differentiates the Aware product line from the Amati/Westell product line. If Aware ends up selling a large number of these units, then they will concentrate their resources into this market. This might mean that Aware provides less competition to Amati/Westell in other markets. I was surprised that no one has yet mentioned the 22K distance over local loops for DSL Lite. If that is accurate, then it will also substantially enlarge the market for ADSL services.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next