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

To: JW@KSC who wrote (31138)	5/16/1999 11:19:00 AM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 31386

<< TI/Amati has a ADSL Full Rate G.Lite Modem! >> Jim, this is music to my ears. What a wonderful thing to hear. Worthy of one of your songs -- Canzone d'Amati. I couldn't understand all the long silence from TI/Amati while Aware gets splashed everywhere. I hope you won't mind if I spread this news to the Aware and Wstl threads. I hope you find the time for your update on G.DMT and G.Lite. I'm sure many would be anxious to read it. I can at least speak for myself. I hear the rockets haven't been doing so well lately. Not sure if that gives you more or less time. Your news has me high, All the best paisano, Michele

To: JW@KSC who wrote (31138)	5/16/1999 3:03:00 PM
From: Michael F. Donadio	Respond to of 31386

Hi Jim, I just had DR.TECH over in the Westell thread throw some cold water on our parade. He feels the reps will say anything to get your attention. See for yourself: Message 9552082 Anything tangible in terms of WHEN? or Power Consumption? I'm still singing, none-the-less. Nice to know it is at least in the horizon. All the best, Michael

To: JW@KSC who wrote (31138)	5/19/1999 1:37:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 31386

Jim, Your surprise and still only announcement of an ADSL Full Rate G.Lite solution by TI/Amati drove me to song. I know this is your forte, but I couldn't resist. For those in whose hearts Amati lives: Canzone D'Amati (sung to Dean Martin's "That's Amore") (Intro) The Copper Loop, Where things are slow, ADSL To speed the show. (Refrain) When your webpages zoom like a flight to the moon, That's Amati When you download so fast that you're there is flash, That's Amati Music plays, Very very fast, very very fast, And the voice has no breakup Images stream, Like a dream, And the dreams Are just VR, all madeup. When you're always on-line You will have a great time, Yes Amati First you're strolling on Mars, Then you're orbiting stars, Your on-line When you walk through a scene But the scene was created by flashpix 'Scusa me, John Cioffi It is all cause of thee, That's Amati. Sincerely, Michael Donadio

To: JW@KSC who wrote (31138)	5/22/1999 2:59:00 PM
From: SVogel	Read Replies (1) \| Respond to of 31386

Jim or whomever.... I'm an original Amati investor who is getting interested again in DSL through Aware, being the only pure play around. It seems we're on the verge of breaking out with DSL, finally, with the cable-twisted wire wars beginning to rupture. You mentioned TI/Amati has a full-rate G-lite modem, according to Carlini. Question: Did TI/Amati resolve the power consumption problem? And does T1/Amati's full-rate version stand a chance of being crowned the standard G-lite at the regulatory meeting next month over Aware's now defacto version? Or is G-lite simply G-lite, full-rate or not? If so, I imagine both TI/Amati and Aware should benefit equally; leasing rates (and support?) would be the competitive issue(s). I like Aware, and it's certainly getting a lot of positive media support--but I'm concerned about their licensing-revenues-only business model. I'm concerned they'll be in competitition with TI's intellectual property and TI's strength as a partner. I also seem to recall that the licensing-only model didn't promise to generate enough revenue for Amati--they talked about producing modems in addition to licensing before being bought out. Thanks for any insights. Steve