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Non-Tech : Amati investors

AMTX 1.600

-1.8%

Jan 9 9:30 AM EST

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To: Hiram Walker who wrote (16590)	5/5/1997 9:30:00 PM
From: Galirayo	of 31386

[ Raise Cash ] H.Tim, ... I think if Amati needs cash they will get it from different sources not just 1. but here is 1 they have looked to before. cyber24.com Then ... we could possibly see all the others there as well. MOT, NEC , TXN, Siemens, And even some NEW ones waiting in the wings. TXN has done a lot of selling off of other divisions this year. NEC is involved with the opening of consortium Bank of sorts. MOT ... No Guess.... Siemens .... They have some cash flow too. Just look closely. This Internet is simply too huge for anyone to say that one XDSL player will beat the other or vice versa. If they do they haven't been all the way around the block. They will all do just fine and they may all move in unison with close to the same ""%"" Percentage gains. Just pick the one or ones you like the best. Heck add some more to the list. USRX etc.... When the assembly lines roll. The purchase order will wait to be filled because of the backlog. I've waited months for a hot product because they could not run the line longer than 24 hours a day and no way to add an extra line. 3 different companies the same patent. All major players. When this happens you get on the phone and Beg for just 1 please one Semiload. Or 1/2 a semi. Howa bout a small vanload??.....Paleeeease ? That's the way I see it. When this really hits ..... Hey ... Forget Lunch. This has got to hit the dock. When the PO's hit the money could come from everywhere. Would you consider buying a PO ?? Most commercial banks will. I'm not a detail guy so please don't ask me too many specifics. But I'm fairly good with a broad brush and big pictures. Ray

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