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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: Bob Smith who wrote (17329)	5/11/1997 2:03:00 PM
From: pat mudge	of 31386

[Speculation] <<<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.>>> In a perfect world, you'd be right. Before Siemens will release numbers they want guarantees from TI regarding chips. What HKT is waiting for is anyone's guess. Perhaps the summer solstice. Or perhaps the Cable & Wireless sale was holding it up. I really don't know. <<<What is it that you'll find out on Monday? It is possible to find out specifically what division of Cisco needs these chips? >>> Exactly. I'm hoping to find out if there's an ADI contract and if so how big. I'm also hoping someone like Soundview will come out with a BUY rec. One of their analysts spent time with JS at InterOp, so I know they're talking. He was also at the GTE press conference with JS, Joe Grady, and a guy from GTE. None of these guys are strangers to one another. They all know what's going on. I feel as though they're watching the sky for the launch of D-Day. Is there a break in the clouds????? How's your Valium supply? Cheers! Pat

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