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Non-Tech : Amati investors
AMTX 1.595-8.1%Feb 5 3:59 PM EST
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To: AK2004 who wrote (4529)10/12/1996 3:29:00 PM
From: Louie Liu   of 31386
 
Jim. It appears that Alcatel won the RFP contract by indicating
that they have both CO equipment (DSLAM) and ADSL modems.
While their modem is not ANSI compliant, Amati is in a
position to help out.

I am not clear how the DSLAM works so I assumed that
one ADSL port at the CO can handle several modems.
I don't know the ratio (may be some one knows) but it
seemed to me it is the key to bring down the cost.

The $300 per line was mentioned in this and other subjects
may seem a bit low but is not without foundation. Since the
telcos want end to end solutions, I think Amati will gain
if they have DSLAM boxes in their product line.
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