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Non-Tech : Amati investors

AMTX 1.545

-4.6%

Jan 7 3:59 PM EST

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To: pat mudge who wrote (9317)	1/24/1997 7:21:00 AM
From: Pierre Borczuk	of 31386

[Lots of speculation there. Why would ASND stick with one vendor? I actually think it's unlikely. Aware has gone on record saying they know they'll have to patent, so I don't understand your concern. ] More worried about RBOC sticking with ASND/AWRE/PAIR and forgetting about a CSCO/MOT/AMTX alliance...though if Alcatel and the RBOCS work well, and ALA/AMTX are "partners" then that maybe isAMTX foot in the door.... Do you know what the power consumption is of the proposed AWRE DMT modem (is there one?)

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