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Non-Tech : Amati investors

AMTX 1.500

+3.4%

3:59 PM EST

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To: jttmab who wrote (29158)	11/21/1997 2:16:00 PM
From: pat mudge	Read Replies (1) of 31386

[different conclusions] <<<To put it differently, Amati conluded: we're good technologists, we don't know how to run a business and the big guys are going to win it all....>>> I don't think the reasons are that simplistic. I have my own conclusions, but there's no point in hashing them out here, nor even hashing them out anywhere. There's too much I don't know --- too much I have no way of knowing. We're where we are and I'm trying to direct my energies into deciding where the best ADSL play is. I still think it's TI. However, if another bidder comes in, the landscape changes instantly. At any rate, I'm sitting tight based on my decision to play out the clock into '98. You're absolutely right when you say the big guys are going to win. There we agree 100%. Cheers! Pat

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