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Non-Tech : Amati investors
AMTX 1.470-5.8%Dec 12 9:30 AM EST
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To: pat mudge who wrote (17313)5/11/1997 6:46:00 AM
From: Bob Smith   of 31386
 
[Cisco Speculation]

Pat,
The Street didn't blow a gasket when they found out Amati's modems were
being used, but I can be pretty sure they'll blow one if they hear ADI's got something
going with Cisco.>>

I know this all speculation...but do you feel "the street" has priced
a Cisco relationship into Amati's price? IMHO, I doubt it.

So if there is a small relationship, which Aware will make it look
like a MAJOR agreement, Amati may not be effected that much. If it
does, then I see this as great timing before the Siemens or HKT
numbers are announced.

What is it that you'll find out on Monday? It is possible to find
out specifically what division of Cisco needs these chips?

Thanks,

Bob
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