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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: Tom Doughty who wrote (16894)	5/7/1997 1:56:00 PM
From: Bob Smith	of 31386

[Interop Comments] Tom, Thanks for sending us a back a few smoke signals from Interop. <<Pat lost her net connection last nite just as I did. Just got mail from her. She said to mention that she has spoken with JS and Bill Kula after the conference and she is "walking on air." I think she means the positive conference, even if a disappointment to day traders, but perhaps she has more. here is something from Bruce Byall, who is with us here. Sorry for the format. Amati is mentioned:>> I'll take it that JS & Bill can be a little less reserved when they are "off the record". I liked the atricle however it fails to hi-light one of Amati's benefits that it and others on this thread seem to have forgotten... and that is Amati has great deal going on in Europe or Asia and has always projected those areas as "early adopters". The Siemens/HKT/ Sumitomo agreements need to have some revenue attached to them by an analyst. I think Amati is NOT in the same boat as the "domestic only ADSL players" and this should be leveraged with the media/financial community. For the second time, I'll mention the Siemens agreement as something that may be "expanded upon" during Interop (rumor ONLY according to Pat) ... so don't get too short. Final thoughts for the USRX/Aware community, if you had to "pick an ADSL horse", I think the article Tom shares is relevant to USRX/Aware group if they want to capture the ISP market. ISP's are'nt exactly the "bankers" like the RBOC's. When the RBOC's are ready to play (and it seems like GTE and Pac Bell are) the ISP's just don't have the financial muscle to offer the "ETE Data services" on a national level. Now if the RBOC's take their time ...then the ISP's could have a field day. Just some thoughts, Bob

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