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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 3:59 PM EST

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To: Andrew Won who wrote (28723)	11/17/1997 9:33:00 AM
From: Michael Hart	Read Replies (1) of 31386

[Cisco & ADSL ] I couldn't agree more. I would be be a long term investor in Aati/Wstl instead of a trader if I didn't feel so uncomfortable with Cisco, Ascend, Bay, 3Com, Cabletron, Nortel etc. being out there getting their own products ready. I competed in a past life with Cisco and my take is that they have already started their ADSL develpopment/acquisition path and it does not include Amati/Wstl. If Amati/Wstl do not get acquired prior to these other companies completing product they will get buried by these companies sales capabilities. Mike

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