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Non-Tech : Amati investors
AMTX 1.710+9.6%Feb 3 3:59 PM EST
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To: William Clopton who wrote (4542)10/13/1996 2:22:00 PM
From: pat mudge   of 31386
 
<<<I think that Amati would rather see Alcatel fall on their face rather than help them out. Alcatel is their competitor with their own brand of DMT. <<<

William --

I see it a bit differently. For this first contract I think Amati is ecstatic Alcatel won. A DMT win puts them on first base. How big is the Gang of Four contract? In the larger scheme of ADSL roll-out, what percentage is it for, say, 1996-1998? I agree that the royalties are secondary to Amati. I'm grateful for the Alcatel win and, now, pulling the camera back for a broader view, I wonder what will take them to second base?

Regards,

Pat
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