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Non-Tech : Amati investors

AMTX 1.595

-0.3%

Feb 6 9:30 AM EST

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To: Cham Yean who wrote ()	10/9/1996 6:39:00 PM
From: Richard D	of 31386

To anyone, If Alcatel can deliver ADSL for $300/line and others can't compete with this price presently, then Alcatel may dominate many future contracts hoping for economies of scale. It seems that the issue of Alcatel licensing Amati's patents would be highly important to AMTX's valuation at this point. Perhaps more detective work should be aimed at this controversy (Alcatel's proprietary DMT solution). Big money rests on whether they could or couldn't wiggle out of Amati's patents. Secondly, at this price ($300/line) CAP doesn't look that attractive for any future contracts given that its main attraction was price. Maybe this is the death knell for CAP and explains Westell's nose dive. Richard

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