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

To: Dug who wrote (30411)	1/30/1998 2:28:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[ComNet] Dug -- ComNet was worth the time and effort to attend. Just talking to MCI's Salsbury made the trip worthwhile. It's fun to see someone's impression change from mild boredom to sudden curiosity when you mention somewhat casually you've followed their company's trials dating back a year or so. In an instant you move from being a nuisance (with an agenda) standing between them and the door to being a real human being. In a different conversation I picked up an interesting statistic from Ascend's VP of Marketing, Robert Machlin. He said the voice market is about 8 times larger than data and yet only growing about 5% to data's 25% and up. Not hard to figure out where you want to focus your investments. Keywords from the show: bandwidth, convergence, network management systems, and voice over IP. I didn't see a fraction of the show in terms of stopping and asking questions, though I did have several quality chats, one today with an engineer from Lucent who talked about DSL, both splitterless and standard, and said they'll most likely bring out a dual modem by the end of the year: 56K and DSL-Lite. He also confirmed no one is making analog any more. I asked whose DSL chip they'd use and he said whatever they brought out would be "primarily our own." One personal aside: I stopped at AT&T's booth yesterday merely because so many were standing around listening to a presentation and within seconds I was handed a form to fill out, part of which was torn off and put into a hat for a drawing. Yep, you guessed it. They called my name and I walked away with a blue denim shirt with T's logo on the pocket. And I didn't even know what I was entering. Now, why couldn't it have been that cute little 007 Beemer???? (Which, as it turns out, wasn't a prize, just a prop.) More later --- Pat