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Non-Tech : Amati investors
AMTX 1.460-3.3%3:04 PM EST
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To: pat mudge who wrote (28713)11/17/1997 3:55:00 AM
From: Andrew Won  Read Replies (3) of 31386
 
Pat,

Personally, I am somewhat worried about what Cisco might do to AMTX/WSTL. I heard John Chambers speak in San Jose the week before last, and he basically said that Cisco does not enter any networking segment unless it can be either the number 1 or 2 player in that segment. He also said that Cisco will build or buy an emerging technology depending what is the faster route to market with a view to recovering their investment within two years. The way Chambers put it, Cisco's basic business strategy is to build or buy new technology as demand for the new technology materializes and to blow it out through their very strong marketing channels.

I know Cisco bought a small ADSL company earlier this year and I would have to assume that they have been pumping both considerable $$$ and engineering talent into building up its ADSL capacity. Given the strength of Cisco's marketing/distribution channels and its close ties to GTE, isn't there a chance that Cisco might ultimately nose out AMTX/WSTL for the GTE and other major ADSL contracts?

If Cisco does not bother with a segment unless it can be either the number 1 or 2 player and if Cisco recently bought a small ADSL company, what does this portend for AMTX/WSTL?

Andy
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