Amati investors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors

AMTX 1.490

-0.7%

Dec 10 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric Goethals who wrote (16854)	5/7/1997 6:46:00 AM
From: Bob Smith	of 31386

[Yesterday] To those who read the board faithfully. We knew yesterday was going to produce GTE extended trial results - no vendor selection. Pat shared this with the group last Thursday. Enough of the "GTE did not select Amati or no deployment commitment". Sure I wish GTE was more forthcoming. But do you blame them for not "telegraphing" the next move to the competition. It's coming. Yesterday CAN ONLY BE interpreted (long term) as a huge victory for ADSL deployment. I would rather have the purchase of BBN and a commitment to a National Data Service (including ADSL) then a misc. GTE modem order to Amati. I know you short term traders are disappointed with no immediate "stock rally". But, long term this is a very positive revenue impact to Amati..providing the trials continue on a positive note. Now for other information we do know. There are orders that you can count on for '98 revenue. Add up the Siemens, HKT & Sumitomo revenue and then calculate a stock price. My calcualtion says about $40-$50M on 200k-400K in modems. Now what does that do to the stock price? There is another "hidden benefit" from yesterday's GTE alliance... and that is Cisco. We have been told (by pat) that Cisco and Amati have had "talks". It's another opportunity for Cisco to evaluate Amati technonology at the very least....and remember they only acquire Silicon Valley based companies. So enough of the short term "negativism". ADSL is having a "coming out party at Interop" and Amati will share in the spoils. Regards, Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next