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Non-Tech : Amati investors
AMTX 1.6200.0%Dec 4 3:59 PM EST
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To: pat mudge who wrote (5483)11/13/1996 3:29:00 PM
From: JW@KSC   of 31386
 
News From Pat : Oppenheimer report on USRX

Pat, asked me to post the Following:

I just received an Oppenheimer report on USRX, dated 11/13/96. A few
pertinent segments follow:

". . . the company [USRX] has quietly said that it expects to deliver
system level ADSL products for market trials before the end of 1996 with
production level client units (i.e. end user ADSL modems) shipping in Q1 '97
and Total Control ADSL modules shipping in the second half of 1997." The
analyst quoted says its quite remarkable considering the company has just
revealed its "x2" 56 kbps products and thus "highlights the company's
strategy of capturing both ends of a remote communications connection
regardless of the speed or technology used." He reiterates his "buy" rating
for USRX then discusses the company's strategy to control its core modulation
software algorithms "to bring new modem speeds to market in advance of its
competitors."

Specifically [the analyst] believes USRX ADSL product plan to be:

"Delivery of an ADSL D-Slam (Digital Subscriber Line Access Multiplexer)
shelf as part of Total Control systems deployments for RBOC. . . trials
before the end of this year. Shipment of production level ADSL client
products in the first quarter of 1997 using a basic product architecture that
is similar to the company's high-end Courier modem. . . (more shipping
stuff)."

Then:

"We have little doubt that the company's basic modem architecture should be
robust enough to handle the processing requirements of ADSL algorithms but it
seems most likely that the ultimate solution will be delivered on a higher
performance DSP chip from Texas Instruments. . . . We find it particularly
interesting that Amati Communications Corp. . . the current patent holder of
industry standard, DMT-based ADSL has already agreed to port its algorithms
onto the T1 DSP platofrm. . . . Although there is no licensing agreement
between USRX and AMTX and thus this is *****all speculation****, the
technological fit sure seems convenient." [My emphasis.]
>>>>
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