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

To: j rector who wrote (28622)	11/12/1997 8:50:00 PM
From: Sticks	Respond to of 31386

[ xDSL gets into mainstream ] Perhaps this bodes well ??? ICS is a major equipment supplier to telecomm installations and other OEMs. While it's not exactly ADSL, their current catalog has an HDSL modem in it. I believe this is the first time ICS has offered any kind of xDSL equipment. In the current issue of their "Telecommunications Source-Book" ICS (Industrial Computer Source) is advertising an HDSL modem for $2250. Their model is the Campus-T1 and the write-up explains it's based on the PairGain Copper-Optics HDSL solution. ICS advertises speed up to 1.544 Mbps at distances up to 5 miles/8 kilometers with a Campus-T1 "installed at each end of an unconditioned copper line". The item is at page 30 of their catalog ( 1998 Edition 1 ). They'll fax you a copy of their item's specs. Faxline is 1-800-677-7329. The document number is 1611. This is for general information only, I'm not advertising for them or touting their product or company. I don't work for them and have no affiliation with them, either direct or indirect. Sticks

To: j rector who wrote (28622)	11/12/1997 9:03:00 PM
From: Ross Roberts	Read Replies (1) \| Respond to of 31386

Hi j, The story is the same ... Waiting for contracts I believe there's still some (fading) hope for a GTE announcement on Nov. 17-18 factored into the current price. If we don't get it (it doesn't look like we will, as the price would already be appreciating) the price will probably drop at least a full point and then drift down from there.... JMHO Ross

To: j rector who wrote (28622)	11/13/1997 12:10:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[Synopsis] Or, what I'd say if commissioned to write an Amati-Westell synopsis: Effects of merger After announcing their intended merger on October 1, Westell and Amati went into a 5-week slide causing nervous investors to wonder if drowning solo could be any worse than going under together. Contract news with Bell Canada (WSTL) and Taiwan (Amati)had little impact and most agreed only a GTE deployment would turn sentiment around. ADSL sector While more interest in the ADSL sector is generated every day, without revenue-producing contracts, individual companies like Amati and Westell remain dormant. USWest announced DSL deployment and received 200% more interest than anticipated, Sheraton Hotels announced an ADSL partnership with 3Com, and Intel and Alcatel announced an ADSL-USB interface demo at Comdex --- all major endorsements of the technology --- while closer to home, Westell hinted a GTE announcement is close and Amati managers went about business as usual --- dividing their time between Canada, Singapore, Western Europe, and Texas, negotiating contracts and fine-tuning numbers. Industry press In the December issue of Internet Week (arriving in mailboxes today), Steve Case argues in favor of ADSL versus cable and with the author outlines the geneology of ISPs from AOL.net to WorldCom, UUnet, BBN and GTE. Looking ahead to Bill Gates's keynote address at Comdex on November 16, some speculate he may focus on bandwidth and the Internet. Cisco's John Chambers has already indicated he'll discuss corporations and their use of intranets as the cutting edge to fiscal success. When asked what she most looked forward to at Comdex, one investor said, "Besides seeing the big BG, the telecom programs are high on my list." She said from one end of the program to the other, it was clear the use of the Internet and the need for speed would be key issues. "Once Wall Street draws the connection between the problem and the cure, Amati and Westell -- my two favorite DSLs -- may just get the respect they deserve." [For the list of Comdex courses in telecommunications:] comdex.com Not a true synopsis, but as close as I'll get tonight. Good to see you again. Pat