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Non-Tech : Amati investors

AMTX 1.650

+3.1%

3:59 PM EST

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To: pat mudge who wrote (20112)	6/21/1997 5:27:00 PM
From: MangoBoy	of 31386

[siemens doing ADSL chips in '98] <<I then asked what other ADSL business Siemens was working on and he said their semiconductor division will have a chip out in '98, using Amati's technology.>> Once these chips are in production wouldn't Siemens/Italtel be likely to use them and build their own ADSL products instead of reselling Amati-build products? Amati's revenue participation in a Siemens sale would be reduced to mere per-chip license royalties. Not good. Pat, do you agree that AMTX's stock value is tied to its ability to sell Amati-manufactured-and-labeled components, or do you think significant share price growth can happen based only on MOT, TI, NEC, and probably ALA, ADI, & G.SIE royalty streams? Siemens seems to be all over the place chipwise. They have a deal with Motorola for CopperGold, your sources say they're champing at the bit for the TI C6X solution, and now they're ramping up to produce their own in '98? Whew. Mark

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