Amati investors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors

AMTX 1.425

-2.4%

Dec 15 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pat mudge who wrote (20320)	6/24/1997 4:33:00 PM
From: MangoBoy	of 31386

[miscomm] <<They've said they'd sign when they're ready to sell. Why tie up money before then?>> Two reasons: To put aside CAP-camp FUD about DMT being a fragmented standard and non-interoperable, and out of gratitude to AMTX for all the help they've provided ALA over the years. /* <<Second, If AMTX helped ALA then its safe to assume that ALA's chips are OK now since AMTX has the best ADSL engineers in the world.>> We're talking about two different chips. The first generation ALA chip has nothing to do with Amati and it's the only one out. */ OK, I was talking about the next-generation chips. Chalk it up to the difficulties of being succinct on a BBS. In saying this: <<if the ALA chip turns out to be no good --- which everyone I've talked to including NEC/Australia says is the case --- [CSCO] say[s], "Sorry, nice try, we'll go with Amati's. . .">> You're tarring the future chips with the criticisms you've heard of the current model. The same criticism, I'll add, that's been made of the LSI-based Overtures: too much power. That's where I got confused and we ended up in this tangle. <<Cisco could certainly join an alliance with Alcatel based on their belief a viable chip would be ready when the needed it.>> Exactly. Obviating the need for them to look elsewhere (MOT, TI). Mark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next