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

To: pat mudge who wrote (29261)	11/22/1997 10:14:00 PM
From: Charlie Smith	Read Replies (1) \| Respond to of 31386

pat: DSPs have legs, Trey's hyperbolic comments notwithstanding. I put the DSP at about the same spot as the 80286 twelve years ago. If you remember, the IBM AT arrived on the scene at the same time the investment bankers figured out how to use Lotus 123. The result was hundreds of barbarians pounding on the gates of capitalism as we knew it. I'm not sure who the equivalent of Michael Milken (WCOM?) is in the telecom world today, but some strong willed person will find a way to soar over the morass that is today's market for last mile services. TXN/AMTX will provide the tools. Regards.

To: pat mudge who wrote (29261)	11/22/1997 10:30:00 PM
From: bill c.	Read Replies (2) \| Respond to of 31386

Pat: Lucent indicates they are second and own 29% of the DSP market. The nice thing about the DSP market is it's growing by 30-40% annually.... until later. lucent.com

To: pat mudge who wrote (29261)	11/23/1997 12:42:00 AM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 31386

Appraising Stocks Pat, I was very impressed by the Cowen Conference report, as I have also been impressed by previous reports I've read concerning TI. When Amati and TI partnered last year I felt we would all eventually prosper from the connection. I kept my eggs in the Amati basket because I felt that when it came time for Amati to do its thing, it was going to shine like a supernova. Unfortuately we may never see that directly. I'm glad to finally be in TI which will be perhaps the closest I get to seeing the blast. One of the things I liked about Amati, is that it partnered with some of the greatest companies going-- Nec, Mot, Siemens, Ericsson, LSI, to name a few. If any of these bought Amati, I would also be glad to increase my shares of these companies. People have asked about other companies. I see Amati as unique in so far as it was a revolutionary technology at the right time, owning the patents and the stardards. It limited the potential for loss. I think my direction will be to larger companies that will participate in the communications revolution. I have shares in Mot, Ericsson and LSI already. I especially like LSI at this time because of its new .18m capability, its DCAM chip, licensing of qualcomm patents, gigabyte routers, and leadership in system integration. At $23 a share it is a steal, IMO. As the train is pulling in to the last stop, and its time to change, I hope to find compatriots on the new journey. All the best, Michael