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Non-Tech : Amati investors

AMTX 1.470

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Dec 12 9:30 AM EST

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To: fibonacci who wrote (20230)	6/23/1997 2:21:00 PM
From: pat mudge	of 31386

[Alcatel - Cisco strategic partnership] Cisco & Alcatel held a conference call this morning, 6/23/97, and I typed notes as I listened. I've tried to post my transcript but it won't take. I'll try again later. To say I'm frustrated is a gross understatement. I also have a call in to RC and will post when he gets back. John Chambers and Bob Michelay (?) from Cisco and Jean-Paul Chapon from Alcatel led the call. There are many points worth emphasizing. I'll quote two: "Today we recognize one single technology isn't going to do it. . . this will require expertise from multiple vendors." [Re: partners and other vendors:] John: "ALA is one of first. Won't list others. There will be steady stream of others." Like the GTE announcements a month ago, this is another validation of the importance of ADSL. There will be many vendors involved and to have ANSI-standard DMT publically heralded by Cisco is one more milestone. As usual, the Street wants Ding Dongs now in place of a seven-course Paul Bocuse later. Ah, well, I should be used to it by now. Cheers! Pat

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