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Non-Tech : Amati investors

AMTX 1.600

-1.8%

Jan 9 9:30 AM EST

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To: pat mudge who wrote (6941)	12/14/1996 1:09:00 AM
From: Tim Chan	of 31386

pat mudge writes: > As for teaming with a North American telco, I'm hoping GTE is > the first, however, Amati has made it clear North America is not > its target market. (Read page 26 of annual report.) Perhaps we interpret things differently, but my 1996 Annual Report says (under International Business on page 26): "The Company expects that sales outside the United States will represent a significant portion of its future sales, especially of the Company's ADSL products." Microsoft gets a 'significant portion' of its sales outside the United States as well, but it certainly does not mean that the US is not their major target market. Perhaps you are implying that Amati can survive even without the US market. And perhaps you're right, since Amati's market cap is currently small enough to benefit significantly from even a small share of the ADSL market. But I think their chances for success will be greatly enhanced if they can get a piece of the North American market (where the ADSL 'action' is ... where 'action' = telco money). Tim.

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