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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: pat mudge who wrote (5635)	11/15/1996 3:08:00 PM
From: JW@KSC	of 31386

A quick comment on Fibre pipes and prisoners I'll put one quick comment in now: It takes to the very end of this excellent article, to hit the nail on the head in term of xDSL: " For incumbents, the decision to replace their copper plant not only involves when to replace copper with fibre but to what extent, how close to the user, and to meet what demand. Moreover, for this to work, operators will be forced to choose based on a market which does not yet exist for a future payback they cannot predict while working with industries with whom they have no real experience. " I'll invest or gamble that VDSL will be a Winner. The question to be answered is How Much Bandwidth Do The Telco's Need, and What Is The Cheapest Cost To Get There? Obviously fiber into everyone's home will still be cost prohibited at this point during the next decade or 3, Fiber to the Neighborhood, with VDSL providing The Last Mile or Residential Neighborhood is the road to set ones sites toward. This of course depends on whether you want to continue to build and maintain a solid tangible infrastructure or just sigh and Throw Everything Up In The Air! Which in a rhetorical sense is where we are right now. My chips are on the table, Check! JW@KSC

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