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Non-Tech : Amati investors

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To: ratan lal who wrote (29041)	11/20/1997 3:12:00 PM
From: pat mudge	Read Replies (2) of 31386

[WSTL and TI] <<<I would be careful. If AMTX gets acquired by someone other than TI (or maybe even by TI at a higehr price) then WSTL may lose its sweetheart deal with TI and maybe worth less than now.>>> ratan -- The deal between TI and WSTL hasn't been formalized. As I understand it, if Westell wants existing contracts they can have them pending customer approval. It's unlikely someone like Siemens will want anyone else to do their manufacturing since they only gave it to Amati as part of the original OEM. As for BCTEL, the current technology has no profit and the "sweetheart deal" doesn't include anything going forward. As I said to Mark Lewin, read the fine print. Besides all this, you have to consider what will happen if there's another offer for Amati. Is this possible? Well, all you have to do is ask who stands to lose by TI owning all Amati's technology. Those companies who didn't bid when Westell was the heir-apparent are now looking down the pike at a completely different landscape. Motorola, Siemens, Lucent, NEC, Nortel, Alcatel --- all stand to lose by having TI in the driver's seat. Will they come forward? It's impossible to say. I'm guessing there are CFOs crunching numbers as we speak. Just my take. Pat

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