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Non-Tech : Amati investors

AMTX 1.540

-8.3%

Nov 20 3:59 PM EST

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To: MangoBoy who wrote (20264)	6/24/1997 1:52:00 AM
From: pat mudge	of 31386

[ALA, etc.] <<<on the minus: * ALA got the deal, not AMTX. (so much for the Gibbons connection.) * i don't think this is a provisional ADSL deal for CSCO pending AMTX's chips being ready. there's no evidence that Mietec's chipset is in any way technically inferior to the CG ot C6X offerings, or more expensive. a cross-license deal with AMTX will make Mietec standards-compliant. once CSCO starts putting R&D into building stuff around the Mietec chips it's game over. * even if CSCO does do projects with AMTX, they'll be niche deals. the ALA alliance will generate the big numbers (and Hayes will get the CPE part of the deal). <<<<< This is a strategic partnership. There are no contracts. Even if/when they come about, nothing is exclusive. Why are you saying it's a fait accompli? <<<there's no evidence that Mietec's chipset is in any way technically inferior to the CG ot C6X offerings, or more expensive. >>> I'll let Steve Macica respond to that one. I believe you're wrong. Regards, Pat

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