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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: j rector who wrote (17043)	5/8/1997 2:05:00 PM
From: SteveG	of 31386

<I don't think we need to worry about competition, even from the Big boys.> That's what Dennis Hayes thought... (and he was a big boy) The mantra is...marketing and distribution channels.... AMTX doesn't even have a commercial product (that anyone wants beyond initial trials), let alone the kind of crack sales team ($$$$$) they will need. Anything can happen.. we shall see. <The market is soooooo big (IMHO)> How many ADSL modems (in total) do you anticipate will be sold in 1997? 1998? 1999? Best of luck- Steve

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