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Non-Tech : Amati investors

AMTX 1.620

+2.2%

3:59 PM EST

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To: (no name provided) who wrote (9316)	1/24/1997 2:24:00 AM
From: Eric Goethals	of 31386

[Comment: Amati not in on the first round..] >>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).>> I dont agree... When there are not ENOUGH quality players to satisfy the demand, the best and last ones standing (available) get top dollar. I dont agree with giving it away at drastic discounts on the onset in this situation. You cant compare this to NSCP where a competing product can be put together overnight. In this case a foothold must be taken much more quickly. Puting together working designs and circut boards and testing take much more time than software. You cant compare to AAPL either. Oh... I take that back... you can... back in the days when there were just IBM and AAPL. -Not a saturated computer market in terms of vendors. Apples survival was much easier in those days. And so will be Amati's. That scenerio I do see as being the same. IMHO - Eric

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