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Non-Tech : Amati investors

AMTX 1.550

+4.0%

Dec 11 3:59 PM EST

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To: (no name provided) who wrote (5355)	11/9/1996 8:04:00 PM
From: bill c.	of 31386

Engineer: <<Why would CSCO buy AMTX? Didn't CSCO just buy Telebit? I thought Telebit had xDSL talents.>>> Telebit has claimed in the past they have certain patents on standard DMT.... but the last time i heard that news was before CSCO purchased them. If Telebits claim is true and they do have certain patents and AMTX claims to have other patents... why not buy both companies and have all the patents on standard DMT? Is CSCO interested in the patents or the people from these companies. People move from company to company, patents stay. Communications Week had an article on ASND last week. ASND is the number 1 Remote Access player today, with CSCO being in second. A few players like Cabletron, Cascade, and ASND have announced strategies for ADSL. Has anyone heard anything from CSCO on the xDSL front, but that Telebit news? CSCO will be making an entry into the xDSL market, and from CSCO's past entries into markets... they purchase. Could they build from within... sure... but it would go against CSCO's theory of purchasing technology and not building. I'm not saying its going to be AMTX... it could be any xDSL player and it could be coming soon!

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