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Technology Stocks : Amati - MAIN THREAD

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To: David Guggenheim who wrote (349)	6/6/1996 11:11:00 PM
From: Techie	of 700

>>>>The RBOCs will probably shortlist Amati, Aware, Pairgain, Tellabs, Westell and AT&T Paradyne. Hi David, that sounds like a long list not short...:) But let's take it one at a time... Aware: good technology, but would they really make it with the RBOCs on their own? I would think they will have to go through an integrator, perhaps DSC? Amati: this is the million dollar question? Perhaps a joint proposal with MOT?? The other 3 could be going on their own, but Paradyne probably is going with the acquirer. The question is who is the acquirer? Ascend was saying the telcos would have to segregate voice from data traffic to eliminate slowdown. They would also need to upgrade the CO. I guess you are thinking they would do it by themselves without an integrator...

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