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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: jttmab who wrote (29158)	11/21/1997 12:30:00 PM
From: Cliff Wood	Read Replies (1) of 31386

<Partnering to the next level> I wasn't able to post this (back surgery etc.) when it was timely so let it pass since it was no longer "news". Shortly after the announcement of the wstl/amtx merger announcement, I spoke with my friend at GTE. I offered the possible explantation that "maybe someone like GTE had told amtx that, while they had great technology, they were too small and undercapitalized to be taken seriouly as a supplier of adsl equipment to a large buyer with a lot riding on reliable supply". My friend offered the opinion that my assumption was pretty accurate. Wstl was prob. the best choice amtx mgmt. had at the time so, seeing no alternative, they took it. They had to know that wstl would still be a marginal supplier when the big deployments begin. But ---- when TI came along and the opportunity was presented to get a D10 Cat. dozer in front of the technology, they had to take it. Interesting backdrop -- maybe. But, the big question is; what now? Like Pat, I like txn long term. I don't know of a "pure" adsl play to replace the potential that I thought was offered by amtx. still can get a carriage return with S/I. Regards:Cliff

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