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Non-Tech : Amati investors

AMTX 1.580

-1.3%

11:58 AM EST

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To: MangoBoy who wrote (20177)	6/22/1997 10:08:00 PM
From: pat mudge	of 31386

[Point Counter-point] <<<Ericsson is getting into chip manufacturing too? Money will flow from ERICY to AMTX via royalties on the CopperGold chips ERICY uses.>>> Every CG they buy from MOT sends royalties back to Amati. <<<but semi-seriously, are you now expecting CSCO and BAY to go AWRE?>>> Did I indicate I did? I wouldn't be surprised if both these companies had many partners. It's the strength of the partnership that concerns me. <<At N+I, NT said their past licensing of Amati's DMT had no bearing on their current process of deciding a DMT strategy. seems unlikely that NT would get into producing their own chips anyway.>>> Precisely why I didn't count them in. Comforting, though, they have a license in place should they need it. <<Fujitsu and AT&T are also missing.>> <<<Fujitsu has partnered with Orckit.>>> It ain't over till it's over. :) Cheers! Pat

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