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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.830+2.3%Oct 31 9:30 AM EST

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To: j rector who wrote (1338)1/24/1997 11:22:00 AM
From: Luke Smithwick   of 1365
 
Mr. Rector,

<< Everybody who is anybody agrees on the following:
CAP will be deployed first, and is AT THIS MOMENT
the only cost effective solution.

DMT will be ready and cost-effective by the time mass
deployment hits. >>

Please examine carefully what you espouse. Do you suppose that there is any correlation between T1.413 adoption of DMT and the fact that mass deployment has not (more succinctly - could not have) occurred to date? Had CAP been accepted as the standard, mass deployment with "AT THIS MOMENT the only cost effective solution" could have occurred.

You should also note that the longer DMT is delayed, the more cost effective, power efficient and attractive CAP solutions become. Take note that any future advances in VLSI that DMT uses (will have to use to have any hope - by your own cognition) CAP can also use. Bottom line - CAP development will always be significantly ahead of DMT.

BTW - << I believe you are part of the Globspan misinformation mission trying to deceive their way into a position of power. >> - "me thinks thou protesteth too much"...

Hope this helps.

Luke
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