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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: John Hunt who wrote (27696)	10/22/1997 6:04:00 PM
From: jas singh MD	Respond to of 31386

Good evening John, Thanks for the info regarding BC. The conference call should be very interesting.<VBG> Sincerely, Jas

To: John Hunt who wrote (27696)	10/22/1997 6:15:00 PM
From: Sticks	Read Replies (2) \| Respond to of 31386

[ Bell Canada Launches ] From telechoice - This deployment (Westell initially - Sticks) is an early market deployment and not the mass market deployment expected from the RFP that has been out for some months now. Sources close to the announcement say that the larger RFP -- for DSLAMs and DMT -- will go to Alcatel for broader service announcements next year. Alcatel reportedly is listing end-of-year dates for delivery of its DMT 3.0 chips, and a March 31 availability date for DSLAM. That would set up Summer 98 deployments of service. Bell Canada at this point has not returned calls yet, so we're waiting on final confirmation from the telco itself. Westell in the meanwhile will be moving full speed ahead with its own DSLAM plans in order to hopefully offset the Alcatel award. An Amati DMT-enabled SuperVision platform -- scheduled for beta testing by EOY97 and general availability in 1Q98 -- could give Bell Canada reason to rethink the decision to go with an Alcatel 3.0-enabled DSLAM. Westell contends that the Bell Canada RFP is a non-exclusive, non-commitment award, and therefore undoable. For now, however, it looks like an Alcatel award. As we get more confirmation from Bell Canada, we'll keep you informed. Let's hope so. The key factor is who's right about the RFP being non-exclusive and a non-committment (sounds like an oxymoron to me). If it is non-exclusive and could be re-awarded, a prompt clear statement to that effect by BC would be just the ticket. I hope someone asks Seamans why BC won't confirm that the RFP is non-exclusive. (I'm assuming someone at Telechoice has asked and not received a clarification) The dam could break here if BC even hints at a non-exclusive. All IMHO. Sticks