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Non-Tech : Amati investors
AMTX 1.430+0.4%10:40 AM EST

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To: mike angelo who wrote (17973)5/20/1997 5:19:00 PM
From: pat mudge   of 31386
 
[BA and CSCO]

Mike --

I've followed BA in a general way, though not as it relates to Westell, and I have no doubt whatsoever Ray Smith will be in the thick of ADSL. I'm surprised he hasn't gone with both CAP and DMT, but perhaps by using Westell, he will --- after all, Westell has said it'll use CG. I still maintain any win for ADSL *no matter what line code* is a win for the technology as a whole. I also agree with you regarding additional players. What's your take on USRX? Think they'll find a winning strategy before they lose so much time they can't catch up?

As for Cisco, they'll be a big player, I just wish they'd let us know their plans. Perhaps someone should tell them SuperCom would be a perfect setting for any big announcements.

Cheers!

Pat



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