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

To: pat mudge who wrote (29487)	11/30/1997 4:26:00 PM
From: MangoBoy	Read Replies (1) \| Respond to of 31386

[WSTL getting C6x from TXN] << This is where they're beginning. The exact same place Westell had hoped to begin with Amati --- integrating DMT into the DSLAM. This is fantastic. I applaud their decision. BUT, before I'll buy Westell stock, I want to see 1) a definitive agreement in print beyond a "strategic alliance," and 2) contracts with teeth as I stated above. >> you keep implying the WSTL might have a hard time getting the C6x from TXN and/or that TXN might charge a lot. why? what does TXN gain from denying WSTL the C6x or gouging WSTL on price? seems to me that TXN has everything to gain by being supportive of WSTL and helping them establish the technology in the marketplace. i think TXN, like ALA, can afford to lose some money up front in order to gain mindshare and marketshare with OEMs.

To: pat mudge who wrote (29487)	11/30/1997 10:32:00 PM
From: bill c.	Read Replies (2) \| Respond to of 31386

Pat: >> I simply want contracts with numbers and dollar signs and starting dates. << I'm not going to start guessing on numbers , $$$ and starting dates. Those number didn't help AMTX and guessing on Westell's certainly isn't going to help. I'm confident ADSL will be a large market and Westell is getting their share. >> This is where they're beginning. The exact same place Westell had hoped to begin with Amati --- integrating DMT into the DSLAM. << It's called integrating DMT into Westell's line card, which fits into the existing DSLAM units in the field. TI/ AMTX will help with the integration. >> I want to see 1) a definitive agreement in print beyond a "strategic alliance," and 2) contracts with teeth as I stated above. << OK... I'm starting to get frustrated with your complete faith in AMTX while at the same time showing little/no faith when it comes to Westell. How many months did you have faith that AMTX won HK, Taiwan and GTE. Now that Westell has a number of contracts, you want to see the terms. TI/Westell has a strategic alliance and you want to see the terms. Did you have an opportunity to see the HK and Taiwan terms. >> I'm just not willing to bank on promises and take the chance of riding the stock lower. << You were willing to bank on the AMTX promise. If you don't want to purchase Westell.. that's OK. We both will provide that facts as we see them and let others make their own decisions. >> I'm going to be absolutely ruthless and ask, What on earth makes you so sure???? If you knew how closely Cisco was working with GTE, you'd go outside and be sick. Believe me, when I found out, that's exactly how I felt. I get nauseated just remembering being told. If --- and granted, this is still a big if --- all Cisco needs is a linecard to pop in their Dagaz system, whose do you think they'll use? << Westell is now providing DMTand CAP to GTE. Westell is providing the CAP portion and AMTX was providing DMT. Who is taking over the AMTX DMT being used at GTE? Why didn't the CLEC division select CSCO? Why didn't the Gov. Srv division select CSCO? I think the GTE ILEC will select Westell. >> Again, you're absolutely correct and my argument of time to market is still untouched. << Why did you invest in AMTX if "time to market" was so important? When AMTX won the BCTel contract it was great news, now we learn it's seeding of the market. Westell has $60 million and is making money on their ADSL sales. Time to market is less important to Westell than AMTX. >> Westell has to go against Alcatel, Siemens, Cisco, NEC, and God knows who else, and without some powerful help getting from here to there, their journey is going to make Burma Road look like a walk in the park. << Lucent, Nortel, DSC, Fujitsu, TI/AMTX are just a few that will help Westell on it's road. DSC/Westell for the BA contract, Fujitsu/Westell for the BT contract, TI/AMTX/Westell for a DSP DMT solution. I'm hoping DSC and Lucent will help in a USWest contract win for Westell.... until later.

To: pat mudge who wrote (29487)	12/1/1997 12:58:00 AM
From: SteveG	Read Replies (2) \| Respond to of 31386

[Amazing Grace] <Let's just say Pollyanna woke up.> "I once was lost, but now I'm found, was blind but now I see.."? The pollyanna defense... the naive "suspension" of (presumably previously intact) critical faculties. (Your ownership of a substantial position in Amati wouldn't have had anyhing to do with this now, would it have?) Whatever, glad to see your current exercising of some perspicacity. <.. Believe me, when I found out, that's exactly how I felt. I get nauseated just remembering being told. If --- and granted, this is still a big if --- all Cisco needs is a linecard to pop in their Dagaz system, whose do you think they'll use? > I don't remember you sharing this here - I probably missed it. I only remember your trivializing Dagaz when I posted it.