SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Amati investors
AMTX 1.470-5.8%Dec 12 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SteveG who wrote (17822)5/16/1997 12:40:00 PM
From: shahn   of 31386
 
<Never heard or read this Edward... (if I understand what you are saying here) that the reason the deals
didn't go through were a result of bargaining breakdowns concerning co-development, and NOT simply
regarding fair and reasonable standards licensing. >

I, like Edward, also read this or understood this
as discussed (I think conjectured) in Pat's
post at the time. Like Reagan youre memory SteveG is
interestingly selective. The conjecture seems fully
reasonable.

<Agreed, and Tuesday then will be a day of reckoning. I hope you are right. If they blow out earnings (as
your theory predicts) with an upside surprise, >

Who do you think you are kidding SteveG? The Siemens
and Sumutimo deals are distribution not codevelopment
and nobody except you is saying they mean prepayments
showing up on tuesday. This isnt Edwards theory but
somethng you just threw in illogically. If it wasnt so
transparent I'd conclude you were playing some sneaky
twisted game here.

I'm not sure what to expect on Tuesday; I will be happy
just to be in line with Street expectations until
the TI or MOT chips arrive.

Shahn
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext