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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: pat mudge who wrote (9279)	1/23/1997 7:11:00 PM
From: Pierre Borczuk	of 31386

[H&Q lists the beneficiaries of these trends: PAIR, ASND, and AWRE; all companies they follow. We could rightly add Amati to this list, as well as several others like Orckit. ] Pat: I would like to believe this...but how sure can I be that Amati's role will be even DMT royalties...maybe only the lawyers will make out when the patent battle will begin. Do you know enough about the datails of the AWRE/PAIR deal that will allow a second source (or better yet a replacement source) of DMT ADSL (like the overture 8 based upon the low power, single chip MOT CG set) [As the RBOCs begin to seriously consider DMT ADSL capabilities, it is our opinion that the incumbent vendors will hold a significant advantage over the competition] Scary for AMTX...to convert hope/speculation into intelligent investing we should actually know more about the DMT patent issue/royalties...as it seems like the RBOC that have gone with AWRE/ASND will stick with these vendors Pierre

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