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Non-Tech : Amati investors

AMTX 1.540

-8.3%

Nov 20 3:59 PM EST

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To: pat mudge who wrote (20268)	6/24/1997 10:44:00 AM
From: MangoBoy	of 31386

[more ALA/CSCO] <<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? >> the announcement boils down to "We'll go with tag switching and integrate IOS into our switches. In return, you use our ADSL throughout your product line, and resell our private voice communications solutions." The big win here for ALA is getting CSCO to embrace Mietec ADSL. It's the major quid pro quo. If CSCO uses someone else's ADSL in six months, what is ALA getting out of the deal? CG/C6X vs. Mietec: <<I'll let Steve Macica respond to that one. I believe you're wrong.>> assuming a cross-license with AMTX to insure standards compliance, the only win i see is that the TI chip is software-upgradable. SteveM? I'll be as happy as anyone if CSCO embraces AMTX or higher-revenue AMTX-based chips. I don't expect it to happen, however, and don't think the possibility should be factored into the share price.

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