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

To: pat mudge who wrote (28295)	11/4/1997 12:37:00 PM
From: Schmedley	Read Replies (1) \| Respond to of 31386

[Hmmmm. . .we could call it DSL Half-Fast . . . or DSL Half-Wit. . . Nah. . . . How about DSL Lite?"] [RATBOTTL!] (Rolling at the bottom of the tank Laughing) Pat, Thanks for your everpresent wit and insight! Now, as for the FISH stories.....you guys don't even want to get me started. Schmedley

To: pat mudge who wrote (28295)	11/4/1997 3:48:00 PM
From: Norman Klein	Read Replies (1) \| Respond to of 31386

Aware Lite: Good news for AMTX Actually this Aware announcement contains some potentially good news for AMTX/WSTL. One of the major points that the telcos have raised for stalling on the ADSL rollout is the need to install these voice/data splitters at the customer's premises. They claim that the enormity of this physical task will overwhelm their service personnel. Since a portion of the market (consumer, a portion which AMTX isn't really targetting) won't need this service, this substantially diminishes this argument. It also means that it will be easier (shorter waiting periods) for businesses (implementing ADSL) to actually get a telco service representative to install the necessary splitter. The other thing is that it differentiates the Aware product line from the Amati/Westell product line. If Aware ends up selling a large number of these units, then they will concentrate their resources into this market. This might mean that Aware provides less competition to Amati/Westell in other markets. I was surprised that no one has yet mentioned the 22K distance over local loops for DSL Lite. If that is accurate, then it will also substantially enlarge the market for ADSL services.