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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: Larry Brew who wrote (2707)	1/3/1998 5:19:00 PM
From: pat mudge	Respond to of 6180

[ADI and copper] <<>> ADI has an ADSL chip based on Aware's DMT, and, yes, ADSL requires copper. As for TI, they bought Amati based on their owning the standards for both ANSI and ETSI compliance. However, their contract with USR, now COMS, was based on Aware's solution, which isn't standard-compliant. If they keep the relationship with COMS, will they switch to Amati's ADSL now that TI owns it? To say that politics is involved is an understatement. ADI is a powerful force and not to be discounted. And, not so incidentally, they've licensed from Amati. Aware hasn't so when they (COMS) ditched ADI to go with TI (long story), it meant they weren't in compliance. If you're confused, you're probably not alone. The playing field changes so fast it's a wonder anyone knows what's going on. BTW, all the chip companies have or are planning to have ADSL solutions. TI is negotiating with a couple, but now that they're in command, I don't know if they'll be as willing to provide the whole solution as Amati would have been. Yes, they are required to license the DMT part needed to be standard-compliant, but that's all. Okay, back to the easel. Cheers! Pat