Amati investors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors

AMTX 1.490

+2.8%

1:18 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SteveG who wrote (17039)	5/9/1997 2:50:00 AM
From: SteveG	of 31386

So competition for Amati in the selling of modems (if there is much profit in competitve selling, which we will presume there will be) will likely come from: US Robotics Motorola Anyone who buys chips from MOT / TI Anyone buying chips from Analog Devices (ADI) Paradyne Anyone buying chips from Lucent (Did I miss any?) Looking through previous SI posts, it seems that I did miss a number of known non-Amati competitors: Ascend/Cascade Pairgain Westell Hayes Bay Westell Orckit Newbridge Networks 3Com (as part of USRX) And what of all the other modem manufacturers/distributors? Even if they decide to buck the trend and license Amati DMT, they will still be Amati competitors for modem sales. Just some more food for thought. Steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next