Amati vs Westell, DMT vs CAP ADSL Message Board

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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL

WSTL 6.010

+3.1%

Nov 3 3:59 PM EST

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To: j rector who wrote (1314)	1/17/1997 11:47:00 PM
From: Vladimir Zelener	of 1365

Hi J rector: I look at the prices slides of AMTX and WSTL and ORCTF and AWRE and can not understand why you argue about differences between CAP and DMT when all ADSL companies are going down? It looks to me the modulation technology is not at issue. RBOCs are afraid of the ADSL speed, do not have backbone infrustracture to support it, can not figure out how it undermines their investment in the ISDN and postponing the deployment of ADSL indefinetly CAP or DMT does not matter. It looks to me that PAIR alliance with AWRE could come on top as a result of this.

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