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 Technology Stocks | Amati vs Westell, DMT vs CAP ADSL

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To: Kieran Taylor who wrote (1113)10/16/1996 7:35:00 PM
From: Tera Bit   of 1365
 
Wow KT thanks! I agree this is a BIG +!

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To: Kieran Taylor who wrote (1113)10/16/1996 9:02:00 PM
From: AK2004   of 1365
 
Kieran
thank you for the great news.
Amtx short interest rose to 1.8M last month (from 1.4M).
Regards
-Albert

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To: AK2004 who wrote (1116)10/17/1996 8:09:00 AM
From: bill c.   of 1365
 
Telechoice had some great news for us all last night... besides the TI /AMTX agreement, did anyone pick up on the "Siemens Stromber Carlson" ADSL article.

"Pyramid Siemens Nixdorf Co., based in Woodbridge, N.Y., will provide and integrate hardware and software for the trial. Pyramid has contracted Bridgewater, N.J.-based Integrated Networks Corp., or INC, to deploy the ADSL modems including television set-top terminals. INC has agreed to deliver digital-video switches and up to 250,000 ADSL terminals for future deployments."

ADSL/Television set-top terminals... in the same sentence? 'I believe ' AMTX in trialing over-seas with VOD.... does anyone have any additional information on this news.

The main point here is "250,000 ADSL terminals", ... and doesn't each terminal need a modem in the CO? Is this really 1/2 million ADSL modems? Also wasn't the Alcatel deal only for 100,000 modems?

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To: bill c. who wrote (1117)10/17/1996 9:20:00 AM
From: AK2004   of 1365
 
Bill
to be fair to rfp. rfp is a trial deal and for the trial 100K does not sound that bad. Plus to that 250K is a possible number connections.
Regards
-Albert

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To: AK2004 who wrote (1118)10/17/1996 9:56:00 AM
From: bill c.   of 1365
 
Albert:

>> rfp is a trial deal and for the trial 100K does not sound that bad.<<

I tend to agree... i wasn't under the impression that the rfp was a trial. What makes this any different then the ~40 trials that WSTL is in today... just size? 40 trials is the number WSTL quoted. 100k modems seems to be alot for a trial?

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To: Tera Bit who wrote (1115)10/17/1996 5:18:00 PM
From: Emile Vidrine   of 1365
 
Daniel---Noticed your absence. Hope all is well. I miss your posts and unique intelligence. Sometimes its hard for me to keep up with you guys.

Emile

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To: bill c. who wrote (1119)10/17/1996 5:38:00 PM
From: AK2004   of 1365
 
Bill I did not mean this sort of trial. The ganq of 4 is trying the idea out. The intend of the gang is to rder far more modems (acording to analysts) in 98 and after. The deal with Alcatel is at this point limited to 97 with 100K modems. That sounds like they are trying it out. Regards -Albert

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To: AK2004 who wrote (1116)10/18/1996 10:28:00 AM
From: Kieran Taylor   of 1365
 
Since I am my expertise lies more in technology than finance, I am slightly confused as to why AMTX stock did not rise significantly on the TI news. Several RFPs and telcos have indicated that they want multiple foundries and sources of technology and AMTX is now the only DMT vendor that can fill that need.
That's not even to mention the fact that AMTX's technology passed muster with the folks at TI-- a good indication that the technology is sound as some of our recent lab tests have proven
(see teledotcom.com  )

Anyway, any idea why AMTX shares dont seem to budge?

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To: Kieran Taylor who wrote (1122)10/18/1996 10:35:00 AM
From: Curlton Latts   of 1365
 
Kieran T: I too am a finance novice like you, but an expert told me that when a "dream" piece of news is issued on a stock and the stock price doesn't react up or trades down, in fact, then this is the characteristic of an overbought stock. I don't know, but that kind of makes some sense to me. What do you think?

Curly

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To: bill c. who wrote (1117)10/18/1996 11:21:00 AM
From: JW@KSC   of 1365
 
bill c. >>I believe ' AMTX in trialing over-seas with VOD..<<

Bill - This is not the Pyramid Siemens Nixdorf Co. deal, and it's a little dated, but New to the Board....

From the Amati thread :

Did I post the story on Samsung? Humm maybe not.. What the He!!

I passed through the Seoul on my last fishing trip, I found they spell phonically, though I won't hold it against them :)) JW@KSC


VOD Trial Service start

Samsung Electronics start VOD trail service for Yoido 50 Households

Samsung Electronics Co. launched VOD trial service yesterday at Yoido Seoul Korea targeting 50 households April 8, Samsung Electronics Co. had opening ceremony of VOD trial service at Multi-media Information Center in Yoido, Seoul, provided that it will conduct the service until September targeting 50 households selected from Eun-ha, Dae-kyo, Kong-jak, Kwang-jang, Han-sung apartments in Yoido. Korea Telcom(KT) offers fiber optic cables and telephone lines for the
implementation of the service, whose official name is 'Eye Vision', and Samsung Electronics provides VOD supporting equipments such as set top box, ATM switch and video server.

Samsung explains VOD service is cost effective and can be put on
commercial basis at once while it transmits MPEG1 compressed images(150 times faster than existing modem) through common telephone lines without installing separate fiber optic cables. The most noticeable point is that it introduced a new era of super speed transmission and mass capacity of VOD service by connecting 155Mbps ATM switch to generic Level 1 gateway for the first time around the world.

Samsung has assigned 40 engineers for the system development since 94
and succeeded in developing it's own ATM switch, set top box and ADSL
modem technology for VOD. Furthermore, the company is planning to
produce competitive products by joining strategic partnership in early
stage with Digital, GI and Amaty which are core VOD server and
transmission technology leaders. The service offers about 70 movies,
dramas and documentaries, 16 educational programs and 400 karaoke
programs at free of charge and is expected to expand to 500 households
in near future.

Distinctive from the existing CATV service, every household can select
programs around the clock by connecting set top boxes connected to TV
sets to VOD service network.

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