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Non-Tech : Amati investors
AMTX 1.510-7.4%Dec 5 9:30 AM EST
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To: srvhap who wrote (24667)9/11/1997 7:01:00 PM
From: pat mudge   of 31386
 
[Putting it all together]

<<< ADI and ALA along with MOT and maybe even TI are finding that the silicon end of the DSP for a single chip is formidable. But, once
Westell gets the same set of chips, at the same time, that Amati gets from MOT, what do you think is going to give Westell problems?>>>

You pose a very good question. First of all, as of today Westell is depending on CG and Amati isn't. No contest. Now, if Westell chooses to buy TI's chip with Amati's algorithms, they'll have to pay some pretty hefty premiums. A basic DMT-ANSI-compliant solution is one thing, to get all the whistles and bells it's another. Let's assume Westell springs for the Ferrari, they will still have to integrate the chips with a DSLAM and have a cost disadvantage while they're at it. I believe they'll do it. Don't get me wrong.

In the long run, it will serve Amati well if Westell uses either of their DMT solutions --- CG or C6X --- as it will seed the market and get all those cousins speaking the same language. As my engineer-friend put it, "Amati not only will sell cakes and flour but control the price of the flour."

I know there are many others who can explain this better than I can. I encourage them all to jump in and take it away.

Cheers!

Pat
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