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To: Scrapps who wrote (2363)	1/20/1998 11:36:00 AM
From: satish kamat	Read Replies (2) \| Respond to of 9236

Scrapps: I too think that a buyout is very likely, may not be immediate but towards the late 2H 98. I would add LU and CPQ to your list. CPQ can always buy the silicone from a chip comapny like IDTI or PMCS. CPQ's Lutz is in charge of making CPQ a big force in remote networking. They bought a small access networking company earlier. LU/ROK are also good candidates as they are already the modem chip makers and would like to secure their markets. ADI of course is already partnering with AWRE. Too many choices, too little time. AWRE does need a big brother for it to effectively muscle the standards. MSFT is a software company and INTC may see anti-trust issues.

To: Scrapps who wrote (2363)	1/20/1998 12:28:00 PM
From: Steve Morytko	Read Replies (2) \| Respond to of 9236

I'm not sure even the big players would consider AWRE pocket change (~$400M US or better based on AMTX price). ADI apparently has some mutually tight agreements with AWRE as has been posted in the past so I'd consider them an unlikely suitor. Of course, AWRE could come up with something new (and not covered) that might force ADI's hand. Why would TXN be interested after buying AMTX? Also, given the tight relationship with ADI I'm surprised that it isn't making a bigger move up today. It would seem to be at a fairly attractive level too.