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Non-Tech : Amati investors

AMTX 1.585

+14.0%

Jan 2 9:30 AM EST

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To: Bob Smith who wrote (15434)	4/27/1997 10:24:00 PM
From: pat mudge	of 31386

[Partnership Short List] <<<If you had to GUESS...what do you see??>> Bob -- I don't see any reason we can't speculate. We certainly couldn't do any worse than UBS Securities or any of the other analysts who put out predictions. Herewith my extremely subjective short list: 1) Siemens -- based on Europe having fewer hurdles and their stated enthusiasm at entering the ADSL market, plus the fact they're using Amati's modems already. 2) NEC --- (for ADSL) based on rumors of shipments having already been sent and the recent Sumitomo distribution agreement, plus knowledge that NTT is aggressively pursuing ADSL --- or NEC/HKT for official recognition of VDSL contract --- this based on the fact JS just returned from HK. (At least I think he's back.) 3) MCI --- based on their recent trials and over-all aggressive attitude toward the ADSL market. 4) Alcatel --- official partnership/co-production agreement. 5) Fujitsu -- they're listed as being a finalist in BT contract yet they've not announced an ADSL source. Since Amati's the best, I see no reason why they shouldn't be chosen. Others I would expect at some point: 6) IBM --- they're bound to make in-roads into the ADSL arena eventually and Amati already has a manufacturing partnership in place for Icot business. 7) Philips --- they're in a tight race with Siemens and they're testing Amati's equipment. 8) Cisco --- someday. . . 9) GTE --- they're not on my short list primarily because I don't think they'll announce anything before May 6 when the FCC finalizes access fee and other rulings. 10) Nortel --- well, they have been demonstrating Amati's equipment and I couldn't just have a list of nine, could I? :) Now, having said all this, I actually hope I'm wrong. I'd love to have a name come out of left field and surprise us all. Anyone else brave enough to give their short lists? Cheers! Pat

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