[drilling down]
<< alot of strength between TI and Amati and NEC and Amati >>
what does this mean?
<< . . . 4-channel C6X later in '98 confirmed. . . 2-channel chip in 1Q '98. . . >>
is the 2-channel what we were expecting on October 9th?
<< Siemens is biggest customer. . . >>
at this point, why all the peek-a-boo with the Siemens contract? why not just announce it? would be nice to know where siemens is reselling all those overtures.
<< HKT/NEC contract $350M. . . all HKT's modems are Amati's. . . 2M lines building to 8M lines. . . >>
2-8M lines? over what timeframe? and who gets the $350M? If AMTX has 100% of HKT's ADSL contract, $350M is more than double what JS is projecting for total AMTX sales for all of FY98 and FY99.
<< one year lead in VDSL. . . England, Germany & France want prototypes ASAP. . . >>
one year lead over whom? Orckit is in several trials already, with BC and DT among others.
<< 1998 revs will be 2 to 3X '97's, 1999 revs will be 2 to 3X '98's. . . revs in '98 $30 to 40M*. . . *based on what they have in hand right now (this from other sources). >>
seems way to low, even based only on known contracts.
<< $2M in software royalties from TI next year. . . >>
are these milestone payments or royalties? if the latter, who does TXN have lined up already to use the chips?
<< confirmed Ina City, Japan. . . >>
So AMTX is part ofthe NTT trial also? why no PR?
<< working with Siemens on new DSLAM. . . AMTX makes all Siemens modems at both ends, they do other C/O stuff. . . . >>
again, at this late date, why no acknowledgement of the contract?
<< BT may start with CAP, but will require Fujitus and ALA to tear out any and replace with DMT later. . . >>
interesting to see if BT corroborates this.
<< can get Overture8 up to 10Mbps. . . target is 8Mbps at 10-11K feet. . . >>
are 8Mbps and or 10-11K feet magic numbers? would be nice to know what drives the target.
<< 9 vendors want OEM deals. . . >>
very cool. wonder if some of the OEMs are DLC vendors?
<< Looking for a friendly banker, secondary offerring (IMHO only after good news and significant stock rise- due to contracts) or an equity investor. >>
the balance sheet doesn't show enough cash to make it much past the current quarter...
things missing:
ALA license
ADI license
Taiwan
DLC partnerships
mark |
