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 (185)	12/18/1996 9:39:00 AM
From: Steven Sage	of 221

Yes, but you are thinking of a very limited market when you talk about "most of the people who are going to buy xDSL"; how many people in the market place have the computer setup for this kind of thing? I do; you do; but the telco marketplace needed to justify the deployment cost to the telco know that the market has to be far larger than this. Otherwise, ADSL is just a niche product for tech early adopters. That is the way many of these markets start; it is the DAT market description. It isn't though enough to support the predictions of wildly rising ADSL stock prices.

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