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Non-Tech : Amati investors

AMTX 1.650

+3.1%

3:59 PM EST

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To: pat mudge who wrote (20112)	6/20/1997 3:18:00 PM
From: bill c.	of 31386

Pat: >> It's possible to reach the wrong conclusion if you start from the wrong premise. If Westell's in 20 trials with the wrong equipment, ..<< Let me answer your question with like questions...Is it possible that BA will never use DMT? Is it possible that the ALA DMT will never interoperate with an AMTX solution? Is it possible that AMTX will be shut out the North American market? Bell Atlantic and Nynex are both using the Westell equipment. Bell Atlantic has a contract to use the Westell equipment. Bell Atlantic is merging with Nynex... >> Same goes for the BA/Nynex lines. << Is this wishful thinking? What don't you understand with the BA/WSTL/DSC deal? It's a 4 year deal!! Do we have numbers... NO, but like you mention with the Siemens deal... "A follow-on announcement will come. I don't know when." Should I pose the same questions to you about the Siemens deal? >> I asked who would be the first to deploy in Europe and he said BT. He also said Siemens is the largest supplier to BT, doing $900 million last year. << To be honest, that $900 million has nothing to do with the xDSL equipment. How about if I said that Bell Atlantic does a Billion a year with Lucent. Does that tell you that LU is going to supply the xDSL gear? >> I then asked what other ADSL business Siemens was working on and he said their semiconductor division will have a chip out in '98, using Amati's technology. << Now this is news... Siemens to create the 3rd AMTX based solution. When will BT deploy? Granted you provide some excellent information from the AMTX perspective, but do you really think AMTX/Siemens is going to tell anyone that some of the RBOC's are going to deploy CAP. PS. Was Siemens every in the bidding on the BT order. ALA, Nortel and Fujitsu were the final 3 for the BT contract. Have you heard differently?

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