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

To: MangoBoy who wrote (28851)	11/19/1997 11:02:00 AM
From: NYBellBoy	Respond to of 31386

Mark - <p.s. $20/share stinks.> I agree. I have a feeling that this announcement was that starters' gun for the bidding for Amati. Why would Amati agree to be bought out for $20 from TI, instead of the Westell deal, where we had hugh upside potential? Lucent or somebody will counteroffer. I think TI had agreed to match or beat all bidders. :) BellBoy

To: MangoBoy who wrote (28851)	11/20/1997 1:31:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[WSTL] <<<WSTL comes out of this with all the IP assurances it needs and none of the dilution. dunno why the stock won't start heading back toward the mid-20's once the news is digested.>>> Not necessarily so. Better ask to read the fine print before you bet the farm on Westell going north. <<<winners: TXN WSTL neutral: AMTX losers: MOT AWRE ADI LU unknown: USRX/COMS SIE NEC>>> winners: TXN, Siemens (working closely together already), GTE (now dealing with stronger vendors) survivors: AMTX losers: WSTL (thrown a bone without much meat), AWRE (no longer dealing with hostile Amati, USR could drop them), ADI (main competitor owns the crown jewels), LU (has no jewels), NEC (will TI cancel VDSL contract or work together b/c of HKT deal?) unknown: USR/COMS, CSCO (could lose ground with GTE if Siemens steps in), ALA (loses camaraderie with Amati on VDSL and their second source may not get as good a price with TI) Lots to watch. Pat Just my take and I could be wrong. Pat

To: MangoBoy who wrote (28851)	11/20/1997 2:43:00 AM
From: Richard D	Respond to of 31386

[Westell prospects] Mark, I think Westell may have some tough times over the next few months, unless they have some huge contracts to announce soon. That conference call revealed the general impression of Westell as a generic box builder in an industry that quickly commoditizes its products, modems. Add to this the revelation, toward the end of the call, that commercial quantities of DMT silicon may not be available until mid 1998, and you have a company on the ropes short term. If they make further acquisitions, it may be a near term negative as well for the stock price (though it may make them a better company long term.) They have missed expected contracts for lack of DMT, and per the last conference call, the Amati purchase was meant to correct this. Though they may have closer ties to TI DMT silicon than prior to the Westell/Amati merger, they are no longer intimately involved with the brains at Amati. Because of this, their upside potential as a take-over candidate has also been negated to a large extent. Of course the uncertainty of the TI deal for the next month will also hang over Westell briefly. If another company gets Amati, the downside risk for Westell is enormous. Having said all that, I think Westell made the best of a losing position in bargaining for the TI alliance. I think ratan may be correct in that Amati got fleeced, to some degree, because of a sweetheart deal between Westell and TI. By throwing Westell some bones, TI avoided at least one bidding war. I believe that some time in the first half of 1998 Westell will probably be priced right with good upside potential. I may invest then if I'm not heavy into something else (like a LU stock swap for Amati <G>.) I could very well have the timing off short term, having dealt with the whimsical nature of ADSL stocks before. What are the top five small-mid Cap stocks on your radar screen? I've been in an Amati cocoon for some time now. Regards, Richard