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Non-Tech : Amati investors
AMTX 1.600-1.8%Jan 9 9:30 AM EST
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To: pat mudge who wrote (15077)4/23/1997 9:49:00 PM
From: baggo   of 31386
 
Pat,

My wife and I have been discussing business strategies and technology. She has worked for Ethicon Endosurgery which was second fiddle to USSurgical for a long time. While she doesn't understand the enormity of the market for bandwith and ADSL in general, she does understand the importance of being first to market and the difficulty in overcoming this obstacle in order to become a competitor in a market. Her comments stated that while USS was first to market,we(ethicon) provided a sales force and total package that was second to none. Marketing,marketing,marketing. Ethicon is and will be a force in the minimally invasive surgery market. Not because they were first, but because they are the best,IMHO.
AMTX probably will not be the first to market. I'll almost concede- CAP wins. This does not make CAP the best, but it offers a major advantage over potential competitors-DMT. Now is the time AMTX; you may not be the first, but be the best;show your clout: sign CSCO to the bottom line. Brice Guckien
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