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Non-Tech : Amati investors
AMTX 1.615+0.9%1:38 PM EST

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To: JW@KSC who wrote (28321)11/5/1997 12:51:00 PM
From: pat mudge  Read Replies (2) of 31386
 
[equipment costs]

<<<A small ISP I might opt for the cheaper soultion, but as we all know small ISP's will be extinct in the near future. I believe the RBOC's, the GTE's & MCI's of the world are smart enough to figure out the benefits of buying for tomorrow, and increase the speed and the cost to the consumer as the need for speed increases. >>>

There's a critical element few mention and that's the length of time telcos can take to depreciate the cost of new equipment. As I understand it, they can't afford to churn equipment before it's written off and consequently are looking at solutions that will meet tomorrow's needs, not just today's. Vendors, on the other hand, would like to sell interim solutions and come back a year later with new models.

Remember our old analogy of buying a car with two gears or five??? Telcos are a lot smarter than they're given credit for and part of the wisdom comes from taking their time with testing and trials. When they make up their minds, they'll come out with fool-proof systems and Amati/Westell will be at the head of the class.

BTW, about Alcatel shipping equipment from other sources, one person suggested they might be using Pairgain. Think this is possible? And, if so, which technology?

Cheers!

Pat
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