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

To: Trey McAtee who wrote (29242)	11/22/1997 7:11:00 PM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 31386

<<What happened to dram, is about to happen to DSPs>>> Trey, very ominous message. I have been following TI for some time and have been pleased with their performance. Is there something in particular that presents the scenario you envision, or is it just the realization that if you do something well and it is in demand, others will do it too and try an outdo you? Andy Grove's "only the paranoid survive". I'm hoping TI will find a way to keep their products in demand, special, and buying Amati may be one of them. Please cue me in, however, if you have some keener insight. Thanks, Michael

To: Trey McAtee who wrote (29242)	11/22/1997 7:21:00 PM
From: bill c.	Read Replies (1) \| Respond to of 31386

Trey: The price of TI's DSP is really dependent on the system you place on it. If the DSP is only an on/off switch, it's going to be low cost. When you place a complex AMTX DMT line code on it, well, I think TI will make big $$$. TI/AMTX will place layer-1 initially on it's DSP, but over time, I think we will see layer-2 and layer-3. Westell's ability to obtain IP in an acquisition could benefit both TI and Westell. If Westell wants to be the low cost vendor, modem pooling will help. I would like to obtain Netspeed's patents for their modem pooling idea... until later.

To: Trey McAtee who wrote (29242)	11/23/1997 1:54:00 PM
From: Bernie Diamond	Read Replies (1) \| Respond to of 31386

(DSP's future) <<watch TI carefully. what happened in DRAM is about to happen in DSP's.>> Trey, Templeton's speech at the Cowen Conference emphasizes "...we must build sustainable differentiation in all our businesses." One of my keys to stock selection is sustainable competitive advantage which I believe TI focuses on. Unlike companies like MU, which became only a commodity manufacturer of DRAM's, TI's mgmt is ahead of the curve and is strategically planning to stay there. The only question in my mind is, is this already priced into the stock for the near future? Templeton's remark at the end of his speech, "This year we've executed a series of bold moves to focus the company on DSP Solutions. This week's acquisition of Amati is just one more example of the aggressive moves we will make to be where the market is going to go."really hit home. Ouch! Good trading. Catching up Bernie