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Non-Tech : Amati investors

AMTX 1.450

-4.0%

3:59 PM EST

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To: Trey McAtee who wrote (29242)	11/23/1997 1:54:00 PM
From: Bernie Diamond	Read Replies (1) of 31386

(DSP's future) <<watch TI carefully. what happened in DRAM is about to happen in DSP's.>> Trey, Templeton's speech at the Cowen Conference emphasizes "...we must build sustainable differentiation in all our businesses." One of my keys to stock selection is sustainable competitive advantage which I believe TI focuses on. Unlike companies like MU, which became only a commodity manufacturer of DRAM's, TI's mgmt is ahead of the curve and is strategically planning to stay there. The only question in my mind is, is this already priced into the stock for the near future? Templeton's remark at the end of his speech, "This year we've executed a series of bold moves to focus the company on DSP Solutions. This week's acquisition of Amati is just one more example of the aggressive moves we will make to be where the market is going to go."really hit home. Ouch! Good trading. Catching up Bernie

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