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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 5.570-13.2%Nov 6 3:51 PM EST
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To: Kieran Taylor who wrote (1122)10/18/1996 4:05:00 PM
From: Techie   of 1365
 
Hi Kieran,

When the telcos speak of dual sourcing, aren't they talking about the same identical chipset having 2 sources? Can the chipset from TXN be substituted for CG? Is Amati planning on using both of those in the same way? Or are they planning on putting one at the client end and the other access end products? Any light you may be able to shed would help.

As for the price not moving up on news of a great alliance... perhaps the release was timed to generate enthusiasm among the retail investors because they knew of upcoming selling pressure? Techie
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