(idle chat) Pat, seeing is believing. A contract means a lot and its success leads to more contracts. But Amati isn't include in the 1st go-around (ASND) and I suspect Amati turned Ascend down though it's my guess. I said to J Rector before Amati is like a boy with a nice toy but refuses to share (note this is only imho), not a good biz idea, NSCP gave it away to start out and Apple had it and loses it (again this analogy is only imho). Listening to PAIR's conference call (pretty educational), one thing for sure PAIR and Amati hate each other's guts, PAIR claimed to come up with first complete ANSI-compliant DMT ADSL solution this year (system- and chip-level my guess asnd/pair/adi/awre), Cisco was in a show with STRM and PAIR a while ago and now Cisco again in USWest.... BTW, you mentioned you wished to have PAIR, they had a great report and profit-taking plus overall market panic, you might want to watch it. Well again, this is only imho, besides you're MF so I'm not good enough to give any investment advice. I'm not trying to hype one against another since I have stakes in all these players, but frankly Amati is the one I worry most (after sold WSTL with tears) and I gather I'm not alone. Thanks for your time.
e.
ps. The weather does correlate with Amtx, it rained and it dropped. |
