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Non-Tech : Amati investors

AMTX 1.600

+3.9%

Nov 21 9:30 AM EST

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To: SteveG who wrote (20169)	6/22/1997 3:41:00 PM
From: MangoBoy	of 31386

[couple quick comments] << Amati will need to compete with some big, established companies... USRX/3COM, Ascend/Cascade, and Ericsson (to name a few)>> Ericsson is in the CopperGold camp. <<Most analysts see Amati losing money throughout 1998.>> As noted, management has said "profitable in Q1 FY98", that is, the quarter ending October 31, 1997. Pat has reported that Dakin calling for four profitable quarters in FY98 with sequential earnings growth. Your look-ahead view is challenging and interesting. Other things to figure in: VDSL deals, other new products and technologies that might come out of the lab, premium for buy-out potential. I think at this point (FY98) profitability is less important than top-line growth. mark

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