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To: Hawkmoon who wrote (16221)5/10/1998 12:10:00 PM
From: William Bach  Respond to of 34592
 
Ron, I am into adsl since the Amati heydays of it being a 1 dollar to 36 dollar stock. As you must be aware TI has bought Amati 20mil in sales for 400 mil cash last year. It's important to know that Amati holds the patient for adsl(dmt). I'm very long on TI because they now own the rights to adsl(dmt) royalties from Aware ,Orkit and etc. will be going to TI via Amati, Analog and Mot are making the chipsets(dmt) and will be paying TI a royalty to make these chipsets via Aware and etc.



To: Hawkmoon who wrote (16221)5/10/1998 1:36:00 PM
From: Bert Zed  Read Replies (1) | Respond to of 34592
 
Ron,

So with regards to MUCP/MSU, you are suggesting that a longer term strategy might be more rewarding bearing in mind the amount of increasing interest now being focused on the set top box industry.

Sounds like AIME might be worth monitoring as well. Thanks for the info.

Del.