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

To: Norman Klein who wrote (28381)	11/5/1997 11:05:00 PM
From: SteveG	Read Replies (1) \| Respond to of 31386

<I would be really curious if your sources find out anything differently. I am sure that we have only seen the tip of the iceberg of the gamesmanship that has been occurring between COMS (3Com, USRX), Aware and Rockwell over this issue.> Well, it seems this silicon is known and acknowledged as viable by "other" sharp DSL companies in the local area. Also, speaking with Rockwell, they are serious about getting ITU, and I suspect that they will. Will this wind up a serious threat for ADSL? If it plays out as Rockwell has presented it, I would tend to think it will be a contender - because it will offer another flavor with ease and low cost of installation (buy and plug). And if put into a DSLAM, it'll fit interchangeably with existing equipment. But the ace in the hole may be the plans for by-passing the DSLAM and installing directly into the CO switch. If you know Rockwell, you know they aren't some new-comer engineering co. They have serious engineering talent, still from the defense days. I personally wouldn't write them off, Norman - and more especially if I was selling splitter-based ADSL. <Aware clearly had advance knowledge of this proposed project and dedicated funds and personnel to produce a demonstrable model.> Others knew about ROK silicon as well. So let's see what the Falcon looks like when it's done. Steve