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Technology Stocks : Amati - MAIN THREAD

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To: Hank Zannini who wrote (135)	5/23/1996 4:55:00 PM
From:	of 700

Conclusion: ADSL is hot. Question: does this mean big success for AMTX? Owning the DMT-side() of the ADSL standard is cool, but doesn't make a company. You need product. But, no one has a DMT "product" yet. Everything I've heard about for the various trials, etc is discrete DSPs on large boards. There is minimal integration any where close to where CAP-16 is. How does AMTX fare on the ADSL transceiver integration race? Westell isn't a transceiver company; they add value by putting an application around the off-the-shelf transceivers. They've announced they're using CAP-16 & Aware's/ADI's DMT. There's no reason for them to go exclusive on this eventual commodity/high volume technology. From this, you can conclude Aware/ADI is ahead of AMTX. There are at least a half dozen other chip houses joining the fray. Orckit is also well along. I think the winner will be who can integrate the fastest. Other "sell" pressure: the AMTX employees will be able to sell their restricted stock soon. - brooks () now that ADSL forum is considering also standardizing on CAP-16, DMT wouldn't be the only standard. One of the advantages of DMT was its flexible rates. I saw that CAP-16 is "adding" flexible rates.

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