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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.480-2.0%Nov 11 2:52 PM EST
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To: Techie who wrote (463)6/29/1996 12:11:00 AM
From: j rector   of 1365
 
Hi Techie,

I think the true advantange that AMTX will
have in actually manufacturing a modem or
critical parts comes from their deal w/MOT.
I am very curious as to the details of the
deal--if they played it right, it would be
royalties PLUS enough of a leg up in terms
of cost or delivery of CopperGOLD to give
them a decent market share. Any idea what the
deal is? How was SD?
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