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

To: pat mudge who wrote (29705)	12/5/1997 8:55:00 PM
From: Charlie Smith	Read Replies (2) \| Respond to of 31386

[splitter-less] The more I read these days about why xDSL is taking so long, the more I believe the RBOCs don't want to fiddle with outside wiring. Chicken or egg. A $199 modem is suddenly expensive if I have to pay my phone company another $150 or $200 to install it. Underwriting these costs is certainly not attractive to an RBOC just so they can see T-1 business go away. Who knows, NetSpeed may have it licked. Happy trimming! Charlie

To: pat mudge who wrote (29705)	12/5/1997 11:11:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 31386

<<<Microsoft plans to add ADSL drivers to Windows 98, due next year>>> Pat, the last two weeks I've felt like a ship without an anchor. I'm trying to find a way to join the wedding party, but without an invitation they aren't making it easy. I keep on trying to see how to reinvest in ADSL and cannot find a vehicle as satisfying as Amati was. TI seems like a good bet, but clearly ADSL is only part of their focus. I've heard others comment that we should be glad to be getting $20 a share, but all I know is that I wanted to be a part of a revolution. Twenty dollars a share is a financial consideration, and IMO a poor one at that considering Amati's potential. Westell lacks IP but could become the Dell of ADSL. Its a real rhyme "Westell the Dell of ADSL". Then of course there is Siemens, Alcatel, Aware, Pairgain, Orckit, Cisco....etc.--my head it spinning. Throw me a life-line, Michael