Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : LVB Investment Group -- Ignore unavailable to you. Want to Upgrade?

To: A. Reader who wrote (523)	11/19/1997 11:58:00 AM
From: Leo Mitkievicz	Respond to of 1253

Kurt The plot thickens. Saw WSTL gap up this morning. I rather liked the WSTL/AMTX combo. Don't know how TI stealing AMTX away can help. My reactions seem to be contrary to the market's in most respects. Leo

To: A. Reader who wrote (523)	11/20/1997 12:16:00 PM
From: Leo Mitkievicz	Read Replies (3) \| Respond to of 1253

Kurt How about that? Took the Street about half a day to come to agree with me. Problem I see is that TXN's really big customer for the C6 is COMS/USRX. USRX will be doing DMT ADSL with that chip the same as WSTL is now intending. If WSTL proceeds with a TI DSP implementation all they get is competition from a 2000 lb gorilla. Together WSTL/AMTX had the potential to be the 2000 lb gorilla. The breakup fee is nice though. Did you notice how ORCTF and AWRE did yesterday? More consolidation to come. IMO only. (Take a look at an ORCTF chart. Has it been on a roll or what?) Leo