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

To: bmattie who wrote (29190)	11/21/1997 2:46:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[TI and WSTL] <<<If TI is not going to make "end equipment" and they have an agreement with WSTL wouldn't WSTL be in a good position to sell the ADSL modems?>>> I think this may happen, but I'd call WSTL and find out exactly what's involved in terms of what they'll have access to and what they'll have to negotiate separate from the alliance. Good luck! Pat

To: bmattie who wrote (29190)	11/21/1997 5:49:00 PM
From: Trey McAtee	Respond to of 31386

bmattie-- there seems to be a lot of speculation here about how good this deal actually is for WSTL. TI has NO intention of making modems. they simply need someone to move the chips, and the someone at the top of the short list is WSTL. TI wants to eliminate ALA and the best way to do this is to use WSTL, which is the only real competitor left. sure, PAIR is doing well selling SDSL and HDSL equipment, and will have offerings in the future. but, it begins to look more like an ALA or WSTL world. lets look at planned rollouts right now. they are basically using CAP, not DMT. ALAs contracts are mostly for DSLAMS, and of those contracts, i dont remember one is firm, they seem to be an assurance that 'when we deploy, we are PLANNING to use your equipment'. so, who else is TI going to go with...maybe PAIR? fine, then PAIR and WSTL can carve up the market. for TI not to work closely with WSTL would be foolish. it would give ALA the opotunity they need and would cripple TIs investment, although they would (possibly) get revenues from the IP<g>. good luck to all, trey