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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: Steven Sage who wrote (5555)	11/13/1996 4:55:00 PM
From: Kelly Igou	of 31386

>> "Good news has been out on Amati and it has not responded" How did you expect it to respond? To my knowledge, there has been no news that warrants a higher price - i.e. no significant new sales either by AMTX or by a licensee. So far, we've heard about licensing deals, but no deals I know of for MOT CopperGold; no licensing deal announced with Alcatel (but we know they might be working on it); no news from NEC on the Hong Kong deal; no encouraging news from Telstra. On the positive side, rumors now about USRX doing a deal with both Amati and Texas Instruments. Upside here (IMO) is probably $20/share until something happens that will create an impact on earnings. Licensing deals are OK; but royalties aren't due or payable until the licensee sells something, are they? Still bullish long-term, but I'm getting more and more antsy about AMTX's share of the ADSL pie, and how large the pie really is. Apparently VDSL is right around the corner....

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