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Non-Tech : Amati investors
AMTX 1.470-5.8%Dec 12 9:30 AM EST

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To: pat mudge who wrote (20288)6/24/1997 1:01:00 PM
From: MangoBoy   of 31386
 
[ALA's chips: no good?]

good post.

<< if the ALA chip turns out to be no good --- which everyone I've talked to including NEC/Australia says is the case>>

That's a strong statement. In what specific ways are the Mietec chips "no good"? And what are they being compared to?

<<Do you really think Cisco would mess up their chance at GTE's ADSL roll-out by hurting Amati in the way you suggest?>>

Based on their ability to function in the GTE trials now underway, how would the alliance with ALA threaten CSCO's prospects when GTE decides to deploy? And isn't CSCO equipment also at work in the WSTL portoins of GTE's trials? Looks like CSCO wins either way. Are you saying CSCO has a vested interest in seeing AMTX beat WSTL for the GTE deployment contract?

My read: The fruits of the ALA alliance will allow CSCO to bid complete end-to-end solutions, squeezing AMTX, WSTL, and all other ADSL players out of the picture.
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