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Non-Tech : Amati investors

AMTX 1.580

-0.9%

3:59 PM EST

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To: bill c. who wrote (4339)	10/7/1996 2:07:00 PM
From: Techie	of 31386

Hi Bill, yes WSTL was a surprise. But investors are overreacting at this stage. It's the misconception of WSTL just being a CAP vendor, but they will learn. WSTL has a good presence with telcos and they are smart enough to partner with larger players, this will benefit them sooner or later. There is no doubt this is a blow to CAP. If other telcos follow in the same DMT path, CAP is finished all right. I don't expect the ISPs to do anything different. ISPs would most likely lease equipment/real estate from the telcos in the future. take care, Techie p.s. the news on Telstra choosing NEC for broadband equipment provider should also benefit Amati.

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