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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 6.190+6.2%11:40 AM EST

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To: j rector who wrote (1324)1/23/1997 3:53:00 PM
From: Luke Smithwick   of 1365
 
J,

<< Valdimir, come on. The chipsets are in development (at least
the TI and MOT ones) and should be out 1Q97 sometime. I have
heard nothing to indicate that there are any major problems
w/timing, and given the fact that MOT, at least, has been
working on the chip for 8 months, I doubt they would throw
away their investment now. >>

How many times have we seen delays from MOT in the past?!?
BTW, the MOT chipset has been in development for years!

<< Technology always advances, and part of what is needed for ADSL to be adopted by the RBOC's is a cheap, power non-hungry, robust system.>>

Interesting - you have just described CAP!

<< A necessary, but perhaps not sufficient piece of the puzzle. BTW, the maximum upstream rates achievable by CAP are 64 kbytes/sec.>>

I don't think you have done your homework. CAP has been shipping 640 upstream since June '96. This is ~ 10% downstream - a commonly accepted
ratio.

I believe someone has been giving you incorrect information. Please feel free to continue asking for corrections. I will help you however I can.

Luke
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