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Non-Tech : Amati investors

AMTX 1.680

-4.3%

Nov 19 3:59 PM EST

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To: Geof Hollingsworth who wrote (22181)	8/8/1997 5:11:00 PM
From: MangoBoy	of 31386

[NN in-house ADSL work] <<I understand that Newbridge has talked with everyone, considered a couple of options seriously (including Diamond Lane and the INC/Dagaz business when it was for sale the first time), but has decided to go it alone, developing their own solution in-house.>> Can you tell us any more about what Newbridge is up to? How long have they been pursuing in-house R&D on ADSL? how soon do you think they'll be ready for field testing and actual sales? Is NN doing DMT or a proprietary line code? What are the technical and economic justifications for not using an outside source for ADSL chipsets? sounds like a bad case of NIH. mark

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