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Non-Tech : Amati investors

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To: Wendell Holmes who wrote (11483)3/7/1997 2:08:00 AM
From: JW@KSC   of 31386
 
[GTE] Wendell

>>GTE's corporate culture has always been "late adopters". They very much believe in their franchise not requiring them to be on the bleeding edge. They like to watch something be proven to work well.

Wendell -

GTE was one of the first to Trail ADSL in the US, in Irving, Tx.

I tested an Amati's Overture 4, and WSTL's Flex CAP in Irving, on my way to DFW, after SuperComm in June 96.

GTE's trial in Redmond, Wa. and Seattle is the finest I know in the USA, with heavy usage by MSFT. As in ISDN, MSFT wants to know how to make ADSL play in tune with NT & WIN97/98.. I read somewhere that Bill Gates has an Overture 8 in his Mansion, well the article said he would be getting an ADSL modem during the Second Phase Installation, when they were adding Amati's OV-8's. GTE so far has always started with WSTL's Flex CAP first then adding the OV-8 later

After talking with Protech, I'm quite sure the Protech bookstore in Irving had an OV-8 with a 4Mb software load. I went to a few sites and ran some 3,4, & 6 Meg Videos. Now GTE has test sites set-up with Videos and other things to show the performance increase.

Protech Books had a 28.8 connect setting 2ft from Amati's Overture connection and monitor. GTE had just swapped out the FlexCap, to the OV a week prior to my visit. In Irving they conditioned the lines prior to the trial, in Redmond they did not. This is one area where Amati shines, unconditioned lines. Have you seen GTE's ADSL Trial pages? Currently the area is under revision, and not available.
gte.com

>>This is definitely not a case of they'd buy it if it were available now, but they can't get it type of thing.<<

GTE has OV-8's in trials, & Bill Gates has an OV-8, for now this keeps me content, well... TI's chip has had me grinning sense it was announced. Why? TI's DSP blew away the competition. 24 ports and 1.6Bips.. I also have a hunch that Amati helped TI design the new chip, no proof. Just John Cioffi being quoted in TI's earlier PR, as Dr. John Cioffi, Professor of EE Stanford U. Amati's name not mentioned. I'm sure Amati's software allows it to due lot's of tricks too. Software plays a large part of Amati's deal with TI, and TI does all the customer Tech Support !

Amati worked directly with NEC's Fabrication personnel for 1 1/2 years on the development of NEC's VDSL chip. So between these two pieces of information, I'd say there's a good chance Amati helped TI in chip development. But again there's no proof.

>>"late adopters"<<

GTE is a early Leader in ADSL, and is not sitting sidelines, in fact no one is really sitting on the sidelines anymore.

Of course some of us were in the bleachers for a year, waiting for the game to start.
It started when Amati announced Allegro.

Now ADSL is taking center stage, with the USRX/3Com Buyout. The slow pokes on WS will figure it out eventually. I have no hope for the analysts, who have their minds on DRAM prices..

JW@KSC




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