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

To: pat mudge who wrote (30903)	5/27/1998 1:35:00 PM
From: Eric Goethals	Read Replies (2) \| Respond to of 31386

Hi Pat, I don't think CSCO is dumb enough base their product line on non-standard equipment. Especially with the other Gorillas standing in the DSL ring. LU, Alcatel, Siemens. There is something strategic about not letting the industry know until the very last second. All logic thus far has pointed to this. We just don't understand what it is. Suppose they did claim to be standard today. A customer then steps up to the plate with a scheduled contract order based on the claim. Then, later on CSCO finds out that more than just a few bits need to be switched to claim compliance. The customer's lawyers will have a field day with it. I think DSL customers want the fixed delivery dates and guaranteed prices. That's my requirement anyway. But then again, I am wrong alot these days. In summary, compliance affects the price and delivery dates, which inhibits the customers from buying, which delays deployment announcements, which bores investors with their go-nowhere dog face stocks, which little by little depresses the stock prices. (Boy I am glad I took my Amati money and socked half of it back into my companies stock in November. Still going gangbusters). Anyway, there must be a certification process that is going to be set up and maybe its those like the CSCO's and Orckits who are waiting for it. In the mean time, the more cautious DSL vendors won't commit until they can prove they have passed. Later for now, Eric