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

To: Honest Abe who wrote (3052)	2/13/1998 2:09:00 AM
From: pat mudge	Respond to of 6180

[who owns technology?] If TXN owns the technology, how come they are never mentioned in these news releases??? Several reasons: first because in this case Alcatel is the one licensing from Amati/TXN, second, because most companies who license technology never mention the fact in news releases. Why would they? Licensing agreements: 1) Analog Devices: amati.com 2) Alcatel: amati.com 3) Pairgain: amati.com 4) Siemens (joint development) amati.com 5) NEC amati.com 6) MOT: amati.com And in case you don't know: 7) TXN acquires AMTX: ti.com Regards, Pat

To: Honest Abe who wrote (3052)	2/14/1998 9:39:00 PM
From: SteveG	Respond to of 6180

<..If TXN owns the technology, how come they are never mentioned in these news releases???..> Not really a simple answer, here, HA. Amati owned an algorithm (called "tone-swapping") which was used to achieve the functionality of the ANSI DMT T1E1.413 standard. In exchange for including the functionality that Amati's patented tone-swapping achieved in the 1993 ANSI DMT standard, Amati agreed to license this algorithm on a fair and equitable basis. While specific numbers were never formally anounced, industry scuttlebutt had pegged the license in the $2-3/modem range (though stories of Amati trying to gouge big $$ prepayments from some potential customers like USRX, ASND and others, abounded) Alcatel licensed the algorithm early on, and worked up most of their own line code for achieving DMT T1E1.413 functionality from there, putting it onto their Meitec chipset. One might think that if AMD intended to use Amati/TI's tone-swapping algorithm, they would have to pitch in the dollars/modem to license it from TI now. Don't know if they plan on doing this now that UAWG is being developed, or if UAWG will even include the functionality that Amati's patented tone-swapping algorithm achieved.