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

To: EdR who wrote (28350)	11/5/1997 3:16:00 PM
From: pat mudge	Respond to of 31386

[MSFT and cable] <<< They may not be waiting for the TELCO's and think that cable will be just fine in delivering to the home. I hope not, especially after they have first line exposure to ADSL via their participation of over 1000 lines in WA.....>>> I don't think they care who wins. They simply want pipes to every home. If Gates thought money would move the telcos, he'd be writing checks like there was no tomorrow. He knows they have to want to deploy ADSL and that will happen when competition starts breathing down their throats. Already statistics are showing data is catching up with voice in terms of minutes of usage, so how long before telcos realize this is the growing market and if they don't offer differentiated services somebody else will? Gives new meaning to, "Do not ask to know for whom the bell tolls. . ." Cheers! Pat

To: EdR who wrote (28350)	11/6/1997 2:21:00 AM
From: JW@KSC	Read Replies (2) \| Respond to of 31386

Ed [MSFT] Including the US West deal, they now have $2 billion invested in cable companies and their recent purchase of WebTV wasn't small change (maybe to MSFT it was). They may not be waiting for the TELCO's and think that cable will be just fine in delivering to the home. I hope not, especially after they have first line exposure to ADSL via their participation of over 1000 lines in WA.... And TCI will make it $3 Billion. I still firmly believe that a lot of this cash will be used by the Cable Co's to bid in the LMDS Spectrum Auctions Dec. 10th. Hey the timing is right! We will see how fast ole Billy Boy invests $1 Billion in TCI. He still has 4 1/2 weeks left before the Auction. JW@KSC Disclaimer: The above is pure speculation on my part, past performance is no guarantee of future prognostications. Early SI AI Fun techstocks.com Within 4 months Amati hit $36. techstocks.com JW Replies (My favorite) Over Heard at a Venture Capital Meeting ;) techstocks.com Still a correct statement. techstocks.com How Times Change techstocks.com fibonacci speaks for the first time techstocks.com JW Knows the voice of wisdom when he hears it. techstocks.com