>>>"Currently, AT&T WorldNet subscribers in the 11 cities can use the 56k technology through modems made 3Com Corp (COMS)." <<<
The key word is "currently". When modem vendors favor Flex over X2 by 10/1 margin, AT&T must support Flex as well, or lose out on tons of business. Yes, LU supplies AT&T with Flex modems, but LU currently resells ASND's RAS equip. despite the addition of Livingston, right? That's where the money is...also, it looks like AT&T will be looking to CSCC to build its ATM network. COMS doesn't seem to be doing so hot with its modem sales, now that Flex is catching up...witness their channels over-flowing with modems. When COMS is virtually the only X2 56K supplier, who the hell else is a company supposed to go to for X2 modem build-out? So what's so significant about that? AT&T needs to build-up both competing standards for a hedge, until the new standard is made. What's important for ASND is getting a piece of AT&T's RAS, FR, and ATM deals. COMS will always get X2 -- there's no one else to sell it to them. But AT&T must also build up support for Flex as well, and LU or ASND...it's all fruit from the same tree. When it comes to K56 tech, Flex -- period -- needs to compete against X2. Beyond that, ASND's equipment can build up the network around it.
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