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Non-Tech : Amati investors
AMTX 1.380-3.2%Dec 31 3:59 PM EST

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To: Louie Liu who wrote (14098)4/13/1997 2:26:00 AM
From: pat mudge   of 31386
 
[Market response]

<<<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.
>>>

Louie --

If I recall correctly, the market didn't respond terribly well to the NEC partnership announcement, either. Once the bottom line reflects the importance of these partnerships, the market will catch on. As it is now, we need cue-cards or tele-prompters to help them figure it out.

Which do you think would be received better, a Cisco partnership without immediate dollars attached or a Siemens partnership with them? Hypothetically speaking, of course.

Regards,

Pat
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