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Non-Tech : Amati investors

AMTX 1.670

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2:59 PM EST

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To: MangoBoy who wrote (28573)	11/11/1997 2:19:00 PM
From: pat mudge	Read Replies (3) of 31386

[Nacchio] <<<"The carriers want to give you 56 kilobits per second that looks like voice," Nacchio said. "It's not because they take stupid pills in the morning; it's because they are used to the structure of an oligopoly." Voice will consist of less than 1 percent of network traffic by the year 2004, Nacchio said. The majority of telecommunications will be in the form of packets -- little bits of data that carry video, audio and e-mail. The bottleneck, Nacchio said, is bandwidth.>>> He has a way with words. :)) And I'm reminded of what Peter Lynch says about his investing style. That you have to be able to draw it for him to invest in it. I believe Nacchio could do just that. Hand the guy a box of crayons! BTW, check out Siemens's link page: siemens.de Cheers! Pat

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