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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: John Hunt who wrote (18043)	5/21/1997 9:16:00 AM
From: Bob Smith	of 31386

[Lucent/Ariel] John, <<Thousands of customers used digital subscriber line technology even before its vogue resurgence last year. David Sobin was one of those users in New Jersey--in fact, he and his AT&T Network Systems team designed and built the equipment. A decade later, Sobin and several other defectors from AT&T Network Systems, now Lucent Technologies, have joined Ariel Corp. and will introduce a line of DSL products at Supercomm '97 in New Orleans. internettelephony.com; This is major news and should be noted. I'm somewhat surprised by the teaming with a relativeley "unknown". Ariel utlize's Globespan's CAP technology. I can only imgaine that prefering to work with another NJ based company was a strong consideration. Obviously, Lucent will be the driving marketing force around the offer and has very significant relationships with RBOC's to leverage. Maybe I'm over reacting...but this is not good news. I'm not sure of availability or Lucent's intent to be a major ADSL player. You may remember that Rich Mcginn (CEO ) thought wireless will be the technology goibg forward. I would really appreciate others thoughts here. Bob

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