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

To: Andreas Helke who wrote (28736)	11/17/1997 12:34:00 PM
From: Michael Hart	Respond to of 31386

[Cisco ADSL ] < If Cisco is serious about beeing number 1 or 2 in the ADSL field it has to buy Amati and Westell to compete effectively with Alcatel, Siemens and NEC. It might of course be that Cisco considers DSL to be telecommunications equipment and that Cisco does not think that they can be market leaders in telecomunications where the competitors are much bigger than Cisco itself. > Cisco is already the number one supplier of "data" telecommunication equipment to all of the telecommunications companies including the ones you have mentioned. In whatever form they choose to supply the telcos with ADSL they will ( probably ) be the number one supplier of that technology. Mike