SI
SI
discoversearch

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 1.595-0.3%Feb 6 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Richard D who wrote (4465)10/9/1996 7:41:00 PM
From: AK2004   of 31386
 
Richard, all; UBS was doing a good job in predicting what was going to happen. Here is from their report as 8:46 9-Oct-96 "Price. We beleive that Alcatel came in at an attractive price. In 1997 we expect the cost of the ADSL units to be near $1,000 and that the Gang of Four will commit to some volume which will enable Alcatel to offer better prices. While a $300 per line has been thrown about, we believe that the price will be closer to $500 with potential of falling under $500 after a few years. These price points include the cost of the modem and an allocated cost per user for the ATM based DSLAM product which resides in the central office." .... "Although the gang of Four took responses from CAP vendors, they were clearly looking to go with DMT. Alcatel has a subsidiary called Mietec which is currently manufacturing the DMT chips for use in Alcatel's ADSL units and will have chips available early next year. It is Alacatel's Mietec's plan to sell the DMT chips to other vendors. The other two DMT chipset vendors Motorola (MOT-48-Hold) and Analog Devices will not have chipsetsets in volume until the second half of 1997 at the earliest. The visible DMT ADSL modem vendors like Westel and Amati are relying upon Motorola for DMT chips while Aware will be getting chips from Analog Devices. We believe that Motorola is currently behind Analog Devices in havingchips available in 1997. Currently Alcatel's DMT solution is not in compliance with the DMT standard of the rights are held by Amati(AMTX-23-NR). Alcatel is in the process of licensing or cross licensing with Amati for the the right to use Amati's DMT." Regards -Albert
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News