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Non-Tech : Amati investors

AMTX 1.600

+3.9%

Nov 21 3:59 PM EST

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To: fibonacci who wrote (20230)	6/23/1997 9:05:00 PM
From: pat mudge	of 31386

[Chips. . .] <<<Like everyone else on this thread, I'm waiting for the chips. Until MOT, NEC, TI, and now Siemens produce a DMT chip set; there will be no commercially viable DMT xDSL products and the entire xDSL market segment will languish.>>> Good point and one that can't be over emphasized. The entire ADSL market is waiting for chips. Talk about good news-bad news. It certainly holds everyone up, but prevents easy entrance to the market at the same time. Does anyone know the status of Alcatel's second generation chip other than it's due out the end of '97 or first of '98? Anyone have any idea which chips Cisco would be most likely to use? --- ALA's, MOT's, TI's? Looking at the forest for the trees, I see the Cisco-Alcatel alliance as a clarion call for the entire broadband sector. These giants clearly are positioning themselves for the high-speed bandwidth market. Because they're cooperating at a level several layers above Amati, I don't see it as a threat. The negotiations AMTX has with Cisco have not been altered --- licensing never was in the cards --- nor have discussions with Alcatel. I've been assured they'll work with both. Time for the beach. Cheers! Pat

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