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Technology Stocks : Amati vs. Aware
AWRE 1.825-1.4%Jan 30 3:58 PM EST

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To: mike angelo who wrote (53)8/16/1996 9:28:00 AM
From: Andreas Helke   of 221
 
The only effect that the current higher DMT moderm prices have is that the phone companys will have to pay a little more for the privilege to test DMT modems now. Therefore they tend to begin to test with Westell CAP modems and add DMT modems in a later stage. In a few months the high performance low cost Copper Gold Amati DMT chipset from Motorola will be availabe and the current cost considerations wil be moot. I think few people are ready to pay the current modem prices if they can get better products for a small fraction of todays prices in just a few months.

Andreas
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