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


To: pat mudge who wrote (30279)1/15/1998 2:13:00 PM
From: Chemsync  Read Replies (1) | Respond to of 31386
 
Amati eclipsed

Hi Pat,

In the past couple of days Ascend surpassed Amati in replies. The Ascend thread, like PAIR, is composed largely of posters who notify each other of every 1/16 pt.move---something Amati rarely lowered itself to. So, the air in Amati's balloon is leaking. One day it will be a mere lump of memories on SI's floor.

But, like a bunny on batteries--Life goes on, and on...and
:-)
sg



To: pat mudge who wrote (30279)1/15/1998 3:25:00 PM
From: Neal Hopper  Respond to of 31386
 
Pat, have you seen this article on SI

msnbc.com



To: pat mudge who wrote (30279)1/17/1998 11:15:00 AM
From: Frank Ferrari  Read Replies (1) | Respond to of 31386
 
Hey Pat, [JDS Chat]

I am still trying to get analysts info in addition to trying to speak with investors relations.

The web site shows a very well developed sales structure with a large number of VARS in Europe. This could bode well for short term earnings and I think the broad product line in a booming industry bodes well for long term.

Cheers
Frank



To: pat mudge who wrote (30279)1/18/1998 12:44:00 AM
From: Peter Piper  Read Replies (2) | Respond to of 31386
 
trumped up deadline between two card players to shaft the third?

I'm just curious what was really going on during the negotiations.
If TI handed in a written proposal a few days before Amati's deadline
to close with Westell, why did Amati rush to the alter with Westell?
And worse yet, accept a 14.7 million dollar penalty clause knowing
full well that TI was bidding a $20 (your guess) cash offer. They could have easily asked for a few days delay or request to waive the penalty clause.

Also I would like to know exaclty when the Westell deadline was
specifically agreed upon. TI is no dummy, if there was a serious
deadline, TI would have made it. They wouldn't screw up with this
much money (and technology) on the table.

Cost to Amati shareholder? Well who pays Westell the 14.7 million dollars? TI is saying they will not. If Amati shareholders have to eat the penalty and also lost 2 months worth of time for the cash they could have received earlier, that comes out to about one full buck per share. Maybe for small shareholders that may not be much, but are there any big shareholders out there that feel that a dollar per share of lost money in their pocket matters?

I suspect that management would benefit more from the Westell deal because they would stay in power. It does not seem to be the same with TI. That constitutes a conflict of interest.

Peter Piper (your inquisitive electronic plumber)