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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: bill c. who wrote (27699)	10/22/1997 8:05:00 PM
From: jeremic	Read Replies (2) \| Respond to of 31386

bill c. - i agree the wording of this situation is indirect, to say the least- as I've stated before, I believe the WSTL/AMTX merger was initiated by this type of deployment strategy: a few CAP deployments early on, with the bulk of it DMT later down the road. I think WSTL is hinting that with this merger they might be able to have BC reconsider the matter now that they can offer both technologies. IMHO only jeremic

To: bill c. who wrote (27699)	10/22/1997 8:36:00 PM
From: Louie Liu	Respond to of 31386

[Telechoice] Bill. >>Westell in the meanwhile will be moving full speed ahead with its own DSLAM plans in order to hopefully offset the Alcatel award. An Amati DMT-enabled SuperVision platform -- scheduled for beta...<< Why waste time and money to integrate DMT into the Supervision platform when the whole system (Allegro and Overture) is available from Amati? One possible answer is that Westell will replace the CAP modems with DMT modems when DMT is ready. Regards Louie

To: bill c. who wrote (27699)	10/22/1997 8:50:00 PM
From: pat mudge	Respond to of 31386

[Westell and the Fat Lady] <<<The word that really gets me is "UNDOABLE". If the contract with Alcatel is non-exclusive, why can't Alcatel sell some equipment and Westell sell some equipment. Why does the Alcatel contract have to be undone for Westell to be included? I don't understand the undoable wording... until later.>>> Bill -- I'm a skeptic when it comes to this sort of news. Remember, this is TeleChoice and therefore not the official version either from Westell, BC, or Alcatel. Even if there is a signed contract with Alcatel, it ain't over till it's over. The Fat Lady hasn't sung. In fact, the jury's out until the chips are commercially available. Until then, Westell's getting a nice order for immediate delivery --- that's $$$$$ to pay the light bills --- and from what I hear, GTE's going to keep them busy on this side of the border. I'm looking at this from a completely different stance, as I was about 80% certain it was an all-Alcatel win. The deeper truth is the public acknowledgement that BC wants DMT. This will put to rest some of the naysaying regarding Westell having paid too much for Amati. Where need is great, dollar amounts become relative. And Westell needs Amati as much as they need them. Now, let's watch them put their corporate shoulders to the proverbial grindstone and get those DSLAMs out the door before Alcatel knows what hit them. I honestly believe BC would prefer working with Westell, based on their relationship with Nortel and their long history of cooperation. I also don't think it's a stretch to think Amati's presence with BCTEL will hurt, nor will Amati/Westell's presence with GTE. Cheers! Pat