Ray - I can assure you.
You really don't need insider info, you just need to have the "right" well established contacts.
Really, if you listen to Amati they tell you the story, the key is to listen when they speak!
I had the opportunity to speak with Jim Steenburgen at Supercomm in June. Have you ever heard someone make a statement, and afterwards
you know they met what they said? No BS, just straight forward statements. When reading someone's words you can't hear tone inflection, or see any other personal characteristics..
Though I did notice his demeaner change, when addressing the Press
Conference. How do I remember? if you listened, it was hard to forget
his bold persona, as if knowing in advance, the outcome. All IMHO of course.
From the Herb Greenburg article in the SF Cronicle, June96, correcting his mis-leading story just days earlier, Herb called Jim Steenburgen, the following quotes came from the conversation: (not all quotes stated)
JW@KSC
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
But if ADSL prevails, Amati CEO Jim Steenbergen is convinced Amati will rule.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
"I can tell you we will outperform anything Westell and Paradyne does,'' he says. Motorola is developing chips based on Amati's technology. Prototypes are expected by fall, "then we'll debug them, and build modems sometime by the second quarter of next year,'' said Steenbergen.
But Steenbergen isn't swayed by competition. "By the time the chip comes out we'll be developing things that are far ahead of what someone else can do who has just received the chip.''
He adds that "the biggest companies in the world are coming in here to
partner with us to make equipment. They say that's where the margins are.''
I've got people offering $100 million to do a private placement in this, and I could do it in a week.'' |
