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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: EdR who wrote (21936)	7/31/1997 1:48:00 PM
From: R. Murphey	of 31386

[Ed & Pat]- Just to stir things up! Capitalizing on the expectations of consolidation, how about a little hypothetical match-up? Given what you feel in your mind and gut............ Which strategic company combinations would have the greatest overall market penetration impact, on communication devices, over the next 5 years, after consolidating duplicate products? For instance........... PAIR - AMTX LU-PAIR-WSTL-AMTX CSCO-AMTX QWST-? These are just a few examples to start debate. Other companies/associations are fair game. I've purposfully omitted the telcos since an equipment maker bought by a telco may be excluded by other telco's. What would be your two or three most formidable, ideal, and half-way realistic, teams? Maybe others would join in.

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