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Non-Tech : Amati investors

AMTX 1.690

-1.2%

2:10 PM EST

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To: mike angelo who wrote (3442)	9/4/1996 11:24:00 PM
From: Don Rohner	of 31386

I'm new to the Amati discussion but have been following all your discussions. I'm an investor not a technical Guru. I do realize the relevance of the technical information that you all are pouring over. However as an outsider so many trees, so much polarization on specific subjects and no summarization of Amati value would chase anyone except the most knowledgeable from even investing in Amati (not that your objective is to get anyone to invest) and your most recent discussion on CAP might cause the average layman to run and invest in Westel and short Amati. Since this is an Amati investment forum a broader analysis would certainly help. It should center on the future value of this invest- ment. Obviously this would be on a relative basis. May I suggest you all agree on some type of indices. A market share indices (including royalties) verses the rest of the last mile competition. So that we who are layman can being to understand the actual impact of each new series of events that the majority of you agree on. Example: Most of you agree that with today's information that CAP's tech "has won the first round" in the USA. However does this reduce Amati's next years market share from 10 to 5% and 1998 from 25 to 15%(considering that they are in a world market where this may vave very little impact in Europe)? Also being a layman I can freely be ignorant, with I hope, your understanding. I would have thought that power cost to the Telco's would be in terms of (Metgabits/subscriber)/Watts(Amati might be able to service two-subscribers vs Westel's one) and that the central hub modem could handle more than one customer line, thus making Amati's expected 4-5 Watts more cost effective than Westel. In addition at the subscriber end that the modem would operate off of public utility as they do now.

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