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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

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To: Kelly Igou who wrote (16875)	5/7/1997 10:50:00 AM
From: Bob Smith	of 31386

[Price Action] Kelly, Obviously, people have reacted negatively to a "non-negative" conference with GTE. Congrats to those who can time such movements in Amati. At the same time, this is the week for Interop where any announcement(s) is possible. Remember the Siemens discussion. I can't help but think the press and PR from this show can only mean good for ADSL in general. We all know things can change on a dime ... I wish Pat or others could post their comments from the show. To Bozo the Clown: I read your post. I do think selling upgrades to EXISTING ISP's with the 56k makes sense. I don't think it's an intial strategy for RBOC's who can start from scratch. I think the RBOC equipment vendors have an advantage (Alcatel....)...not a destop modem vendor like USRX (I know they're changing). Bob

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