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Non-Tech : Amati investors

AMTX 1.645

+6.5%

Jan 8 3:59 PM EST

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To: John Morrison who wrote (7553)	12/28/1996 8:31:00 PM
From: pat mudge	of 31386

<<<The figures are $billions 1. Alcatel 20.1 2. Lucent Tech 18.4 3. Ericsson 15.8 4. Motorola 14.4 5. NEC 12.3 6. Siemens 11.7 7. Nortel 8.9 8. Fujitsu 5.9 9. Bosch Telecom 3.6 10. Nokia 2.4>>> John -- Do you realize the power of this list? 1. Alcatel -- using Amati's expertise and discussing licensing. 2. Lucent -- developing VDSL (not sure about ADSL) and my guess is they'll go DMT eventually. Why else would they have sold off Paradyne? 3. Ericcson -- licensing Amati's DMT. 4. Motorola -- partnering with Amati on DMT chips. 5. NEC -- partnering with Amati on chips and co-producing/marketing modems. Partner in HKT contract. 6. Siemens -- in talks with Amati right now. 7. Nortel -- not sure the exact connection but know there is one. 8. Fujitsu -- in talks with Amati right now. I was told if they or Alcatel get the BT contract, Amati could benefit. 9. Bosch Telecom -- What, there's one I've never heard of???? :) 10. Nokia -- not sure on this one. JW, is this on your list? John -- thanks for all your work recently. I know how many hours these tasks take and I certainly don't take your efforts for granted. Regards, Pat

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