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Non-Tech : Amati investors

AMTX 2.095

+19.0%

Nov 7 9:30 AM EST

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To: JW@KSC who wrote (6925)	12/13/1996 8:12:00 PM
From: Tim Chan	of 31386

jim wilkinson writes: > BTW : Just want to reiterate my view, I see Amati providing > Equipment helping Alcatel feed it's enormous inroads in the > DSL Market. That's not likely to happen. Why would Alcatel want to share their pie? The only reason Alcatel teamed up with Ascend is because of Ascend's internet access and remote networking products (ie. Ascend is not an ADSL player in this team). Alcatel will deploy it's own ADSL and ATM equipment. IMHO, Amati has another 3-6 months left to get a solid partner before they miss the boat. Their partnership with NEC sounds too wishy-washy; the impression I get is their partnership only involves VDSL and not ADSL. They need a partner with connections in the North American Telco market. If they get one in the next 3-6 months, their stock could skyrocket (given their low market cap relative to the potential ADSL market). But if they try to do it alone, don't be surprised to see single digits 3-6 months down the road. Tim.

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