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Non-Tech : Amati investors

AMTX 1.380

-3.2%

Dec 31 3:59 PM EST

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To: salim salloum who wrote (14082)	4/13/1997 12:34:00 AM
From: Louie Liu	of 31386

[Sumitomo] Salim. The EETimes article you refered to regarding Sumitomo and Amati does not mention that Sumitomo intends to sell Amati modems to NTT and consumers in Japan. And I think the main reason Sumitomo signed the agreement with Amati is because NTT wanted Amati modems. In the Asian markets, providing video is far more important than just internet access. I think the telecoms in Asia can make a decent profit by offering karaoke on demand by using ADSL. And if the viewers are willing to pay to watch some movies, NTT and others will put some movies on the video servers. If you think I am joking about karaoke on demand, you are probably right. With Sumitomo, NEC and NTT behind us, Amati has more or less locked up the second largest market for ADSL/VDSL modems. I was suprised that the market didn't react positively to such a significant press release. Regards Louie

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