Amati - MAIN THREAD Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amati - MAIN THREAD

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rupert Baines who wrote (226)	5/28/1996 11:48:00 PM
From: Alex Jung	of 700

Rupert, Appreciate your posts on AMTX threads. I understand (rather heard) that ADI is going with Aware's DWMT technology. Can you share in less divergent fashion the basis behind that? Or as in your post, which one of the following is the most likely ? thanx! a) it is no longer "reasonable" b) it becomes worthwhile to develop new (nonpatented)technology c) demand goes down (and CAP suceeds ?) Anyway, I agree with what you have been driving at through many of your posts: that is manufacturing-marketing wins over technology-patent (as in MSFT vs Apple). In this sense, AMTX does have a bit of the former (although not as much as ADI), but when combined with Motorola+Ericsson, it would be manufacturing-marketing + technology-patent !! A.J.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next