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Non-Tech : Amati investors
AMTX 1.600-1.8%Jan 9 9:30 AM EST
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To: John Paris who wrote (7575)12/29/1996 10:30:00 AM
From: jttmab   of 31386
 
John,

While you are here and on the subject of Aware, I had a question on the Aware/Pair Gain announcement. Pair Gain announced that they would be buying Aware DMT modules; the puzzling part of the announcement was that Pair Gain is developing their own DMT. There was some reference (paraphrasing) to now Pair Gain will be offering the widest array of DSL products ... which is something that customers will appreciate... etc.. However, this seems to be true if the product that Aware is selling is substantively different than Pair Gain is developing. On the other hand, if Pair Gain is having technology development problems and is using Aware modules as a stop gap measure until they develop their own technology, then any Aware sales will dry up pretty quickly.

So the questions to you are: How is the Aware module offering to Pair Gain substantively different than what Pair Gain is developing? and Was their any specific quantity purchases associated with the agreement?

Thanks in advance,
Jim
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