Amati investors Message Board

STOCKTALK

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 1.595

-3.3%

Dec 2 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dee Mehta who wrote (18459)	5/27/1997 6:54:00 PM
From: pat mudge	of 31386

[Chat re: time lags] <<<as more time goes on their lead will dissipitate and it does not look as good for Amati.>>> Dee Mehta -- I agree with much of what you say, however, I disagree on this. So far the time lag has worked in Amati's favor, at least the deployment lag. Had any telcos wanted to deploy before now, they would have gone with CAP. With ADI's chip out, they have a choice. Should the lag continue another couple months, the C6X and CG chips should be out in commercial quantities and the gap between CAP and DMT and between DMT amd DMT, vendor to vendor, closed. With a level playing field the true merits of the different DMT solutions will be judged on their own and not on something as ephemeral as availability. In my opinion Amati as a story stock will disappear when the details of the Siemens contract are released. Just my take. Cheers! Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next