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

To: jttmab who wrote (29158)	11/21/1997 8:01:00 AM
From: dave turliku	Read Replies (1) \| Respond to of 31386

James: <<Amati conluded: we're good technologists, we don't know how to run a business and the big guys are going to win it all....>> Agreed. Sometimes the best businessmen/women are the ones that recognize that they are NOT businessmen/women. In my opinion, Amatia looked in the mirror and recognized and chose to deal with all the imperfections, warts 'n all. I frankly believe Amati shareholders should consider themselves lucky and not pine for what could have been. This is a $10/share company - someone thought otherwise, and that someone has the wherewithall to make things work. Amati couldn't even pay its bills for goodness sake. Some future to moan about missing out on. Horseshoes, pure and simple. Regards, Dave

To: jttmab who wrote (29158)	11/21/1997 9:11:00 AM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 31386

TO ALL RE: Option to Buy TI at 5 for 1 James, maybe your analysis is correct, to some extent it must be or Amati would not have recommended the buyout, but I still feel the shareholders deserve more. TI is going to do well with Amati's intellectual property. I feel those of us who feel strongly about this should have a way into TI which does not penalize us with taxes or the vagaries of the market. If TI cannot offer us stock directly, then how about at least an option. I have sent a note to TI requesting the addition of an option to buy into TI in the ratio of 1 share of TI for 5 shares of Amati (the relationship of the value of TI to Amati at the time of the buyout offer). How do others feel? Send a note to TI, or Amati for that matter, and see if this thread can exert some influence. I may be naive about this, but silence is not golden in this case. Michael the Activist

To: jttmab who wrote (29158)	11/21/1997 12:30:00 PM
From: Cliff Wood	Read Replies (1) \| Respond to of 31386

<Partnering to the next level> I wasn't able to post this (back surgery etc.) when it was timely so let it pass since it was no longer "news". Shortly after the announcement of the wstl/amtx merger announcement, I spoke with my friend at GTE. I offered the possible explantation that "maybe someone like GTE had told amtx that, while they had great technology, they were too small and undercapitalized to be taken seriouly as a supplier of adsl equipment to a large buyer with a lot riding on reliable supply". My friend offered the opinion that my assumption was pretty accurate. Wstl was prob. the best choice amtx mgmt. had at the time so, seeing no alternative, they took it. They had to know that wstl would still be a marginal supplier when the big deployments begin. But ---- when TI came along and the opportunity was presented to get a D10 Cat. dozer in front of the technology, they had to take it. Interesting backdrop -- maybe. But, the big question is; what now? Like Pat, I like txn long term. I don't know of a "pure" adsl play to replace the potential that I thought was offered by amtx. still can get a carriage return with S/I. Regards:Cliff

To: jttmab who wrote (29158)	11/21/1997 2:16:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[different conclusions] <<<To put it differently, Amati conluded: we're good technologists, we don't know how to run a business and the big guys are going to win it all....>>> I don't think the reasons are that simplistic. I have my own conclusions, but there's no point in hashing them out here, nor even hashing them out anywhere. There's too much I don't know --- too much I have no way of knowing. We're where we are and I'm trying to direct my energies into deciding where the best ADSL play is. I still think it's TI. However, if another bidder comes in, the landscape changes instantly. At any rate, I'm sitting tight based on my decision to play out the clock into '98. You're absolutely right when you say the big guys are going to win. There we agree 100%. Cheers! Pat