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Non-Tech : Amati investors

AMTX 1.435

+0.7%

12:24 PM EST

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To: pat mudge who wrote (17614)	5/13/1997 11:11:00 PM
From: j rector	of 31386

[ van kasper summary] Tac gave the presentation. was apparently much more conservative than the other presenters--couldnt estimate revenues. Did say the following (that I havent heard here) 1) Secondary in '98. 2) 'lead' on competitors is tenuous--the slower the RBOC's implement, the less the lead. 3) CAP doesnt have a chance now. 4) (implied) none of AWRE's deals preclude licensees from going w/AMTX or someone else--the playing field is open. 5) Company value difficult to quantify at present. 6) (inferred) 5 biggest contracts that could be landed in next 6-9 months are HKT,GTE,BT/MCI, France Telecom, Alcatel's savior for the gang of four. 7) chips/Manufacturing/Marketing in place: chips: MOT/TI. manufacturing/marketing: Sumitomo, Siemens, NEC.

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