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


To: Galirayo who wrote (30489)2/8/1998 12:40:00 AM
From: Chemsync  Read Replies (1) | Respond to of 31386
 
UDSL rocks the landscape

<<The RBOCs know where the DSLs start and end. And unlike tappable cable-modem services and all-too-easily decryptable satellite services, they tend to trust the sanctity of a wire whose consumer terminus, and provider source, are known and under control. Perhaps phone-like appliances with an RJ-41 Ethernet jack, USB port or 1394 and IrDA links will be the favorite device for linking the digital homes of tomorrow.>>

Richard Doherty
February 09, 1998, Issue: 992
Section: Design
EE Times

The announcement that dozens of semiconductor companies, PC leaders and all the major regional Bell operating companies will commit to sourcing universal digital subscriber line (UDSL) services before the year is out was the talk of ComNet last month. Everyone from Cisco to Bell Atlantic was confident that Mbit-speed services, delivered on low-cost PC gateways, would be a big business.

While huge problems with spotty availability and shared access dog cable modems, and while on-demand two-way satellites are still years away, Universal DSL is only months away. There is every chance that champagne will pop some time next fall or winter as the number of active UDSL lines eclipses the number of cable modems.

Opportunities abound, for DSL silicon and software providers, and for software and services companies that can replace the raw manpower needed to maintain existing ADSL-powered T1 lines with affordable line-management services. New ways to distribute DSL to multiple rooms, desktops, set-tops and consumer appliances include USB, 1394 and IrDA infrared.

With PC industry support from Compaq, Microsoft and Intel, RBOCs are confident they will not have to hand-hold PC Internet-software installations and support, a problem for cable modems. Consumer DSL also means guaranteed program delivery. Imagine three ways to deliver MPEG movies on demand: stored to one's hard disk, in high-capacity removable drive; faster-than-real-time for later playback; and in real-time, like pay-per-view today.

Who will be the ISP? That's still being discussed. Will Washington let the miracles of Moore's Law deliver DSL unimpeded, or will Luddite apprehension delay implementation? Right now, the consortium is moving ahead on all cylinders, not worrying.

At ComNet, service providers were working overtime to consider the variety and pricing of new data and entertainment services. Using wired phone lines alleviates many digital-sensitive copying concerns. The RBOCs know where the DSLs start and end. And unlike tappable cable-modem services and all-too-easily decryptable satellite services, they tend to trust the sanctity of a wire whose consumer terminus, and provider source, are known and under control. Perhaps phone-like appliances with an RJ-41 Ethernet jack, USB port or 1394 and IrDA links will be the favorite device for linking the digital homes of tomorrow.

-Richard Doherty directs technology market research at the envisioneering group. Reach him at rdoherty@envisioneering.net.

Copyright (c) 1998 CMP Media Inc.



To: Galirayo who wrote (30489)2/8/1998 4:19:00 AM
From: pat mudge  Respond to of 31386
 
[Stock certificates]

That's a great idea. I think I'll call my broker on Monday and have one delivered. It'd be worth the $20.

I do have my first commission slip that has Icot marked out and Amati written in ink.

Later --

Pat



To: Galirayo who wrote (30489)2/9/1998 12:53:00 AM
From: John K. Pollard Jr.  Respond to of 31386
 
Ron Carlini was the public voice of Amati. He took the questions and gave the partyline answers.

Come to think of it, good as he was, he is probably practicing elsewhere by now. Pat would know.

John from Del Mar