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

To: pat mudge who wrote (29508)	12/1/1997 6:28:00 AM
From: bill c.	Read Replies (1) \| Respond to of 31386

Pat: >> B/C Cisco has no complete solution. And if you want to believe they won't have one, that's your privilege. << Everyone is going to have an xDSL solution.... CSCO falls into that category. If anyone has been talking about CSCO and their competitive threat it's been me for the last 2 years. It's hard to believe that you finally realize that CSCO/ASND/COMS are all going to be players in the market. >> In Westell's case, the CEO has promised three significant contracts for over six months now and to my knowledge he hasn't delivered yet. << With BA, BT and 2 divisions of GTE signed + numerous smaller signings... Westell still has 3 contracts coming. I view this as upside potential. We both view AMTX and WSTL differently. I didn't have faith in AMTX because a 100 person company would have difficulty building an end-to-end system for the RBOC's. >> There is no GTE contract for DMT, so there's nothing to take over. << So the DMT modems at GTE are being sent home? OK... it looks like a CAP solution now. >> Because I don't have the luxury of hindsight. You do. << < grin > You've had the luxury of talking with experts in this industry for the last 2 years. It seems you feel slighted by the AMTX promises and are now taking it out on Westell. You have gone from total faith in a 100 employee company to wanting to see the contract terms with Westell. I don't blame you for not taking the Westell promises after the reality with AMTX... until later.