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Non-Tech : Amati investors
AMTX 1.550+4.0%3:59 PM EST
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To: Andrew Won who wrote (28723)11/17/1997 11:05:00 AM
From: Andreas Helke  Read Replies (1) of 31386
 
If Cisco is serious about beeing number 1 or 2 in the ADSL field it has to buy Amati and Westell to compete effectively with Alcatel, Siemens and NEC. It might of course be that Cisco considers DSL to be telecommunications equipment and that Cisco does not think that they can be market leaders in telecomunications where the competitors are much bigger than Cisco itself.

Andreas
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