Amati Communications (AMTX)- Strong Buy Message Board

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Technology Stocks : Amati Communications (AMTX)- Strong Buy

AMTX 1.380

+0.4%

12:59 PM EST

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To: John Vant Erve who wrote (87)	8/22/1996 3:51:00 PM
From: Tera Bit	of 132

John, I spoke to Tac Berry of Amati about the companies decision to build ADSL/Ethernet into their first generation products about three weeks ago. Basically, the ethernet decision was made because telcos were telling them that is what they wanted at the time those decisions were made. IMO, I think it was the right decision. I did not ask if they are specifically working on an ATM/ADSL modems but there is nothing in the "standard" which precludes ATM. Indeed I think the standard is very ATM friendly and I believe the CopperGold product supports it. I think successful companies try and solve their customers problems. I don't think that is a secret which Amati is blind to. That is to say, IMO, I think they will supply ADSL/ATM modems/concentrators if there is demand. I am NOT suggesting they will be successful in coming to market with ATM/ADSL in a timely fashion to secure the 4 Bell's RFP. As always, I encourge everyone to research companies before investing. Cheers, Daniel

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