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Non-Tech : Amati investors

AMTX 1.520

-3.8%

Feb 10 3:59 PM EST

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To: Richard Lyons who wrote (4422)	10/8/1996 5:53:00 PM
From:	of 31386

I would advise you to wait till Westell bottoms out and I am looking at anything $26 or under. All of the info. I posted from my KT conversation is accurate and all I can say is check it out. Call him yourself. If you can get an conversation with him; great; DO IT. He certainly knows better than anyone else on these threads what is going on. I called him specifically to find out where the ALA deal left Westell and the CAP vs. DMT debate and I was open to it going either way. The word is: CAP is still alive and well. Given that, you thinking about DMT is probably based on incorrect assumptions. Westell is not yet a buy, but it is getting close to one. After that, it is all up to how the market behaves. I was and am concerned that the fast rise to the highs will mean correction talk and self-fulfilling prophesy. Whenever I make calls and post the results of the conversation, it gets accused of being hype and lies and all of that. It makes it questionable as to whether it is worth even bothering sharing any efforts publicly. I have off-line people I share with, maybe that is the best place to keep it all. I felt I was doing a favor posting the call info.; if everyone wants to believe that DMT is the single deployment choice; keep on with that belief. I don't care; it is your people's money; do what ever you want. As for me, I think that based on the call which I think is the best available info.; I will not be buying Aware or Orckit. I will be buying into Westell when I think it is basing on the current sell-off; no more 4+ drops in one day; etc. I am looking for my $24 price. I still think Amati is a good company, but I would not buy at the current price levels. A correction is coming; AMTX will be cheaper than it is before it gets any contracts. That is the best shot I can give anyone on this thread. Take or leave it; I don't care. It is really not constructive or worth posting much on this thread. It is impossible to post objective infomation if it isn't what people want to hear. All of the endless game playing of focusing on petty issues and making cuts and all of that. Techie left the thread and never came back because she says that it currently is a worthless hypefest. I think there are better places to go myself.

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