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

To: pat mudge who wrote (30708)	3/28/1998 8:26:00 PM
From: bill c.	Respond to of 31386

Pat: It seems ORCTF is in the drivers seat for DT, but I really haven't been following DT that closely. DT has a large installed base of ISDN, and ORCTF has a product that provides ADSL over ISDN. ORCTF has G.lite and DSL heavy, HDSL, VDSL and they are in the black. ORCTF also has a partnership with Siemens for VDSL, partnership with Lucent for the Netherlands PTT, partnership with Fujitsu for silicon, etc, etc. I would think every equipment vendor is bidding for the GTE-ILEC business... including ORCTF/Fujitsu, Alcatel, Ericsson/AWRE, etc. If GTE wants a DMT solution now, Westell isn't ready, unless they use the AMTX Allegro equipment. This could come down to another low ball bid by a large equipment manufacturer,... BC all over again. Rumor has it GTE will announce soon... until later.