Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Andrew Won who wrote (28723)	11/17/1997 9:33:00 AM
From: Michael Hart	Read Replies (1) \| Respond to of 31386

[Cisco & ADSL ] I couldn't agree more. I would be be a long term investor in Aati/Wstl instead of a trader if I didn't feel so uncomfortable with Cisco, Ascend, Bay, 3Com, Cabletron, Nortel etc. being out there getting their own products ready. I competed in a past life with Cisco and my take is that they have already started their ADSL develpopment/acquisition path and it does not include Amati/Wstl. If Amati/Wstl do not get acquired prior to these other companies completing product they will get buried by these companies sales capabilities. Mike

To: Andrew Won who wrote (28723)	11/17/1997 11:05:00 AM
From: Andreas Helke	Read Replies (1) \| Respond to of 31386

If Cisco is serious about beeing number 1 or 2 in the ADSL field it has to buy Amati and Westell to compete effectively with Alcatel, Siemens and NEC. It might of course be that Cisco considers DSL to be telecommunications equipment and that Cisco does not think that they can be market leaders in telecomunications where the competitors are much bigger than Cisco itself. Andreas

To: Andrew Won who wrote (28723)	11/19/1997 1:08:00 AM
From: pat mudge	Respond to of 31386

[Cisco] <<<I know Cisco bought a small ADSL company earlier this year and I would have to assume that they have been pumping both considerable $$$ and engineering talent into building up its ADSL capacity. Given the strength of Cisco's marketing/distribution channels and its close ties to GTE, isn't there a chance that Cisco might ultimately nose out AMTX/WSTL for the GTE and other major ADSL contracts? If Cisco does not bother with a segment unless it can be either the number 1 or 2 player and if Cisco recently bought a small ADSL company, what does this portend for AMTX/WSTL?>>> I share your concerns. As for Dagaz, they don't have any ADSL of their own and will have to import line cards. Cisco has a contract with both Alcatel and Aware, so they have two sources. The big question is when will they have a product ready to enter lab tests and field trials? So far, they've not shown up at GTE labs or trial sites. When they do --- and I have no doubt they will at some point --- then we'll have to monitor how well they perform and decide how big the threat is. I don't see it happening any time soon, but if I were Amati's management, I'd sleep with one eye open. Only the paranoid survive! Cisco and GTE are working together on routers and switches, so in that regard, their synergies are very strong. Remember, Cisco's marketing strength is not in telecommunications but in datacommunications. Siemens and Alcatel both have far more influence with telcos than Cisco. This doesn't mean I'm not concerned. I am. Cheers! Pat