[Aware PR]
Greg --
Did you post it on the Aware thread only? I became aware of the possibility through a friend who'd talked to an analyst and they both expressed concern. The analyst said it refers to a segment of Cisco that has nothing to do with their plans with Amati, but just the same, I dread how the Street will perceive it.
Having read James Flanigan's GTE article in the LA Times, I find it difficult to understand how anyone could sell Amati stock at this point. Think about it: based on the quality of our partnerships so far, and the results of our trials all around the world, and the superiority of our technology in head-to-head tests both in the U.S. and HK, to say nothing of the fact we own the North American and European standards, can you name one reason datacommunications companies wouldn't be lining up to partner? Do you think there's a chance they *won't* be partnered --- and by the best?
In my mind, if you think GTE is serious and you think Amati will get the proportion of the contract analysts have already predicted (10 to 40K CAP versus 200K DMT), it's enough to withstand the inevitable bear attacks.
Of course, this is only a small part of the overall picture. There are other telcos, other ISPs, other countries, other continents. . .
And I'm preaching to the choir again. <g>
All in my own opinion. I've been wrong before and will be again.
Cheers!
Pat
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