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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: Chemsync who wrote (8423)	1/14/1997 3:43:00 PM
From: Kevin Thompson	of 31386

[Affordable ADSL] Steve: Good article. Your article states that: <<Phone companies have been criticized for being slow on the uptake of ADSL, but NetSpeed president John McHale said the foot-dragging is due to a dearth of affordable equipment.>> Within days, Westell is expected to join the move toward affordable ADSL with their 'revolutionary' dirt-cheap RADSL. Westell made the following statement in late November: <<...due to the upcoming Q4 introduction of our new FlexCap(R) Rate Adaptive (RADSL) system. The new RADSL platform offers rate adaptivity, symmetric (SDSL) or asymmetric (ADSL) operation at downstream rates of up to 2 mbs and back channel speeds up to 1 mbs on extended Carrier Serving Area local loop distances. It is software downloadable and upgradeable and also remotely reconfigurable through the Access Vision(TM) Network Management system. This new fourth generation Westell Flexcap(R) system is more highly integrated, requires less power and we expect will be the first fully commercially scaleable product at a sub $1,000 cost per home served. Customers are excited about the dramatic performance and price advantages of this system. However, the JPC decision announced in early October and the January introduction of the RADSL system have reduced the available market in the current quarter for the current FlexCap(R) 1.5 mbs fixed rate system, as customers are willing to wait a short time to receive the manifold benefits of the new generation.>> Whaddya think? Is this going to be helpful? $KT$

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