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

To: Charlie Smith who wrote (29233)	11/22/1997 1:05:00 PM
From: pat mudge	Respond to of 31386

[TXN] Charlie -- Thanks for welcoming me to the TI thread. I'll definitely join you there. I've been told my friends at Amati warned TI about the shareholder from hell. I'm not really, but it makes a good story. I just bought my first TXN on Wednesday (at 99+) and I have to say I'm glad I didn't buy after I met Tom Engibous at the DSP conference here in S.D. I believe it was near their earnings report and the stock was reaching its highs. I like this level much better. As for the company, I've not met anyone there yet I didn't like. They are about as talented as they come and the corporate culture seems to embrace honor as well. In short, they're a class act. Your estimation of why WSTL let Amati go is absolutely right, as is your summation of the telcos and the protracted time line. That's why Alcatel was a threat and why I'm watching Cisco's every move. I actually think the ball's been put in play and instead of watching from the stands wearing an AMTX sweater, it'll say T-I. . . . and in small print, "Amati inside." BTW, if someone else bids, I still want TI to win. Later -- Pat

To: Charlie Smith who wrote (29233)	11/22/1997 2:36:00 PM
From: pat mudge	Respond to of 31386

[TXN at Cowen Conference] Charlie -- I took your suggestion and posted the following to the TXN thread. ti.com <<<One Year Later --- a New TI Rich Templeton, President Semiconductor Group Texas Instruments Cowen Conference November 21, 1997 Scottsdale, Arizona [clips:] DSPS Market Will Explode We believe the market demand for DSP Solutions will explode. Since 1988, the market for digital signal processors has grown at more than 40 percent per year. Today, the DSP Solutions market is approximately $5 billion. We expect continued growth - well above that of the semiconductor market for the next ten years. The market for DSPs - together with related mixed-signal devices - will reach about $50 billion dollars over the next ten years. They turn up in toys, antilock braking systems, medical equipment and video imagers. They are becoming ubiquitous, which means they offer the prospect of great stability and growth. For these reasons, there is little debate on the forward opportunity in the DSPS market. . . . Network Access Wireless is not the only part of the telecommunications industry undergoing strong growth. One of the fastest growing segments in the telecommunications industry is data transmission from both business and residential customers. Network connections in both the business and residential markets are projected to grow about 20 percent higher per year during the next three years. And every network connection - at both ends - will have a DSP Solution. TI's programmable DSP has reshaped the modem market. A little more than a year ago, all modems were hardwired. Today, more than half of modems shipped have completely programmable DSPs. Next year, some 90 percent will. Thanks to TI's powerful line-up of DSPs, sales to modem manufacturers are expected to increase by more than 40 percent and LAN interconnects by 25 percent in 1998. Performance Explosion Enables Information Download Earlier this week, TI strengthened its position in the networking market by acquiring Amati Communications. Amati is a world leader in digital modem technology which lets ordinary phone lines transmit data as much as 200 times faster than today's typical voiceband modems. This technology also is known as Digital Subscriber Line or xDSL. It makes extensive use of DSPs and enables faster, more reliable access to the Internet and the ability to use a single, existing phone line to simultaneously access voice, data and video. What this means to the end user is that an information download on the net that used to take 10 minutes, can happen in only five seconds with DSL. Also, computer users could use the phone lines already in their homes to log onto the Internet, make a phone call and send a fax - all at the same time on the same line. Dramatic changes are under way in the networking business and TI is already there to help set the performance benchmark of future Internet access systems. . . .>>> And for anyone who questions TI's position in the DSP field: ti.com ti.com