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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: SteveG who wrote (16562)	5/5/1997 3:24:00 PM
From: Bob Smith	of 31386

Steve You bought these up for consideration...so let's consider: ---------------------------------------------------------- <<1) That USRX does not seem to be considering Amati OR the DMT-ANSI standard license. So however Aware's code was written, it seems that ANSI- DMT "standard compatibility" is sufficient for the market. 2) That TI has a contract with Aware. This makes sense, but is a surprise. Whatever value has been ascribed to Amati as a result of having contracts with MOT and TI has to now be reconsidered.>> * Where's the value in a 128k/256k announcement? Probably as a last ditch effort to recover any revenues from a 56k modem with a very short product life cycle. * They did consider Amati. Do you think 128/256k is going to win the desktop vs. 1.5mb from ANY ADSL vendor? * TI can contract with anyone...Amati collects on the lisc. agreement. If this is USRX's big ADSL Interop announcement then I feel very good about Amati's decision to "make them pay" what is fair... If I'm a USRX shareholder, I'd tell to kiss and make-up with Amati and roll-out a product with a shelf life of more than a year. Bob

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