Amati vs. Aware Message Board

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Technology Stocks : Amati vs. Aware

AWRE 2.290

+3.6%

Nov 3 3:59 PM EST

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To: Danny Briere who wrote (172)	12/16/1996 6:25:00 PM
From: Steven Sage	of 221

Thanks for the information. What do you make of Alactel arguing for DMT; who are they trying to convince? I thought that was all settled? If CAP is deployed; you are correct; more mature technology; lower price; and then market demand is heating up for ADSL. Ascend announcing their ADSL strategy just shows the inevitablitly of ADSL. I can't get over the number of recend articles that make statements that ADSL "may" or "might" be the next big thing. What do you make of the BELL dropping of CAWS? I took this as another sign that ADSL is better and therefore MMDS doesn't make sense. Where do you see US telco video strategy at the moment?

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