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 1.595

-3.3%

Dec 2 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andreas Helke who wrote (21976)	7/31/1997 7:47:00 PM
From: Mike Mitchell	of 31386

Voice and data are becoming increasing integrated. Nobody wants to pay for two seperate networks anymore. Cisco is addressing this, the others (datacom and voice) will have to soon... cisco.com Cisco is partnering with Alcatel - using their DMT ADSL chip set. cisco.com Cisco just bought Dagaz to round out the integration picture - cisco.com I currently like Aware and Amati. I can see both company's stock doubling within the year. I don't think either company will be an ASND or a CSCO though. Nobody knew what a router was when CSCO started. CSCO (and a lot of other people) weren't sure if they wanted to get into the ISDN market when ASND started (now they do, of course, but ASND is big enough to hold it's own). Side note - ASND was originally a video-conferancing company. I think they still make some equipment. EVERYBODY is looking at xDSL and I don't think anybody will "get out of the box" before they get bought or put out of business by one of the big guys, IMHO. Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next