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Non-Tech : Amati investors

AMTX 1.425

+5.2%

Dec 18 3:59 PM EST

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To: Cliff Wood who wrote (7911)	1/3/1997 7:25:00 PM
From: pat mudge	of 31386

<<<I still have some concerns re. how they will put the production in place with adequate control of quality and cost if the ramp up of sales is as steep as we would all hope.>>> Cliff -- I wish you or someone else who understands manufacturing could take one of the AMTX officers to lunch and grill them on their plans. Of course you'd have to let me come along to take notes. Seriously, you really should find a way to talk to someone in the company. Remember Jim Steenbergen has a strong telecommunications background and Don Lucas, one of our board members, started National Semiconductor and went on to back Oracle and Cadence Systems. Of course, having said all this, I realize the next partnership could change the dynamics in such a way our discussion will have been pointless. <<< If the technical advantage is strong enough, the world will give you a few mistakes but, if the competitive environment is essentially at parity, watch out.>>> What's your feel for Amati's advantage at this point? They've always been at a time-to-market disadvantage, but I'm wondering if that hasn't become less over the past year. I appreciate your thoughts. Regards, Pat

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