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Non-Tech : Amati investors

AMTX 1.600

+3.9%

Nov 21 9:30 AM EST

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To: MangoBoy who wrote (29608)	12/4/1997 1:17:00 AM
From: pat mudge	Read Replies (1) of 31386

[Chips] <<<i was surprised to see the following press release today. i thought USRX/COMS based all their modems on TXN chips... well, not any more. this new sourcing arrangement with ADI might presage COMS aligning with ADI for ADSL, or at least dual-sourcing. it would be a black eye for TXN; COMS is TXN's largest customer.>>> First I've seen it. It's certainly not the first time someone's snagged ADI for chips. They're the only DMT ones available, aren't they? I wouldn't over-extrapolate. TI and USR have been working together for a long time. Pat

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