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Non-Tech : Amati investors
AMTX 1.510-7.4%Dec 5 9:30 AM EST

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To: Chemsync who wrote (17465)5/13/1997 2:00:00 AM
From: pat mudge   of 31386
 
[Pair]

<<< They're certainly no jittery, nervous thoroughbred as I would liken Amati. I would look for this old plow horse to continue churning up the track. Hopefully, Amati is the kind of filly that will make your blood boil as she tears down the home stretch.>>>

I've seen PAIR present several times and talked to their managers and if they were a bit more paranoid I'd have more confidence in their future. I see them as ostriches. Yes, HDSL will carry them a ways down the track, but I don't believe their Falcon chip is at the starting gate. If it were, why don't they enter trials? Why don't they bring it out for industry-sponsored tests? Heck, why don't they announce they're shipping?

I'd much rather be attached to a nervous thoroughbred than a trusty old Clydesdale considering this is a brand new race and the winners will be those who not only have the best technology at the best prices but aggressive partners and managers. I've been they're discussing licensing, though I have no idea how seriously.

Are you going to the Amati presentation tomorrow at 2:30? Tac's presenting as JS and RC aren't available.

I'll look forward to a report if you go.

Cheers!

Pat
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