<... TI will work with whomever provides them the best opportunity to optomize the sale of the most product, the fastest and for the highest price. It may be that wstl can be one of the candidates but, given their size and reach, it must be a long shot. TI will be looking for strategic partnerships on a much larger scale. I believe that the aquistion by TI moves the technology to another level of significance..>
Cliff-
Of all the commentary I have read (which is by no means ALL of the posts both here and on WSTL), yours above seems easily the most common sensical.
I would further add (a theme throughout my postings here) that due to regulatory politics, uncertainty in the condition of the copper, and a need to price the service competitively to attract the economies of scale required, current Telco reluctance inclines ADSL to be more of a "millenium technology" (despite sporadic, selective and smaller scale trials and deployments).
I think AMTX finally came to terms with that, that they would NOT be able to grab suffient dollars in any near term scenario, and HAD to do what they did. They COULD have folded as a company, and were prudent enough to know that when they went with WSTL. With TXN's superior bid, they neither had a choice (and having already worked with TXN), nor do I think they minded.
They (Cioffi, et al.) probably get some nice TXN options in their new employment, and are likely expected to continue the refinement of the C6X implementation - through it's upgradable lifespan and the evolving ANSI issues.
For those that would cry (pretending to Moliere) "liars, thieves, assassins", answer where your investment dollars would be when Amati would be unable to compete or continue..
Thanks Cliff.
Regards-
Steve
(PS., Rainmaker, though contrived at times, held my attention...) |
