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Non-Tech : Amati investors
AMTX 1.565+5.0%2:08 PM EST

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To: j rector who wrote (20415)6/25/1997 5:35:00 PM
From: Techie   of 31386
 
Hi J, nice to hear from you.

Jim didn't tell us how he arrived at his estimate and no one question the number as it sounded reasonable to everyone in the room. Again, I am sure Pat (or anyone else close to Amati mgmt.) can get some clarification or details.

I personally wasn't aware of Siemens doing 100k lines in 1998. Where are they deploying? Have they signed a contract saying 100k lines in 98?

Anyhow, as you know time passes by quickly and as we learned from 1997, deploying this thing is no easy task.

Techie
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