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Non-Tech : Amati investors
AMTX 1.635-0.9%2:02 PM EST

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To: Jack Jackson who wrote (20036)6/19/1997 1:04:00 PM
From: pat mudge   of 31386
 
[IBM and NT]

Jack --

Thanks for the URLs. The IBM-NT product is fascinating in that it uses GaS technology. I've followed these stocks for nearly a year now --- TQNT, VTSS, ANAD --- and wondered if/when they'd play a part in high-speed bandwidth solutions. The agreement calls for the design of a prototype, so it looks as though the product is still in the design phase. Let me know if you hear any more.

As for CAI, hmmmm. . . they've been under a cloud every since they lost the BA contract. Should be interesting to see what they have now.

I'm researching Newbridge Networks connections to Siemens. They have an alliance for MainStreetXpress --- which improves the backbone for highspeed bandwidth (don't you love how technical I am? :))--- and one of the more recent news releases is with Swiss Telecom. Hmmm. . . Siemens said to check Newbridge Networks. . . the NN alliance names Swiss Telecom. . . wonder what else there is??? Care to join the search????

I hope no one thinks I'm dropping hints. I'm not. I'm simply sharing my train of thought based on a conversation with Siemens.

It's hot here today. The Fair started this week --- which means traffic --- arghhh!!! I think it's time to get away.

Cheers!

Pat
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