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Non-Tech : Amati investors

AMTX 1.735

-16.0%

1:57 PM EST

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To: JW@KSC who wrote (31138)	5/22/1999 2:59:00 PM
From: SVogel	Read Replies (1) of 31386

Jim or whomever.... I'm an original Amati investor who is getting interested again in DSL through Aware, being the only pure play around. It seems we're on the verge of breaking out with DSL, finally, with the cable-twisted wire wars beginning to rupture. You mentioned TI/Amati has a full-rate G-lite modem, according to Carlini. Question: Did TI/Amati resolve the power consumption problem? And does T1/Amati's full-rate version stand a chance of being crowned the standard G-lite at the regulatory meeting next month over Aware's now defacto version? Or is G-lite simply G-lite, full-rate or not? If so, I imagine both TI/Amati and Aware should benefit equally; leasing rates (and support?) would be the competitive issue(s). I like Aware, and it's certainly getting a lot of positive media support--but I'm concerned about their licensing-revenues-only business model. I'm concerned they'll be in competitition with TI's intellectual property and TI's strength as a partner. I also seem to recall that the licensing-only model didn't promise to generate enough revenue for Amati--they talked about producing modems in addition to licensing before being bought out. Thanks for any insights. Steve

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