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Technology Stocks : Amati - MAIN THREAD
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To: Techie who wrote (304)6/4/1996 10:05:00 PM
From: Tango   of 700
 
Techie: Some comments and questions on your posts...

I posted a response to that news yesterday as I had watched
parts of the CNBC squawk box, but it apparently got lost !?

> Ascend does not plan to acquire any ADSL companies to get into the
> business. They are doing it all inhouse.

Where did you get this exact info. if I may ask ? Mory commented that
they are developing a product plan for ADSL. Did he specifically say
that they are not looking at an acquisition in ADSL ?

>They are currently planning to go with DMT and not CAP!!!
Did he specifically say this too ?

I remember him saying that they are currently developing a product plan
for ADSL with products that would be available 1Q97. IMO it remains
open whether ASND develops ADSL in house or goes for an acquisition.
Regardless of how ASND gets into the ADSL market, just the fact that
ASND is seriously thinking about ADSL should be great for all the
xDSL stocks. AND if ASND develops in-house then some other competitor
(USRX, ADTN ...) would be playing smart to just acquire an existing
firm that begins to show +ve results in the trials (like AMTX, WSTL
or Aware). Granted that the takeover would be pricey at this point but
this price will look like peanuts when the trial results/orders start
coming in. Also, mergers/stock swaps cannot be discounted.

My 2c worth...

Regards

Tango

IS there a way to get the text of the show somwehere ?? Also, where
can one find a copy of the CNBC guest list on the Squawk box in
advance ??

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