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Non-Tech : Amati investors

AMTX 1.380

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Dec 24 12:59 PM EST

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To: pat mudge who wrote (7507)	12/27/1996 11:06:00 PM
From: Vladimir Zelener	of 31386

Hi Pat: <<May 31, 1996---Andy Grove, CEO of Intel, says ADSL is solution for digital broadband, not cable. >> Why did he feel the ADSL is better then cable modem ? As far as I know the Lancity modems are offered right now to cable companies for $300. The quotes for ADSL I have seen are in the $1000 and above. That does not sound competitve. I also think that the recent Baby Bells demands for ISV to pay them the way long distance companies pay (abot $4.50 an hour) shows that their priority has shifted from ADSL and Internet supporters to Internet advesaries as far as ISV are concerned.

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