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Technology Stocks : Amati - MAIN THREAD

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To: Them Luu who wrote (64)	5/17/1996 3:42:00 PM
From: j rector	of 700

Excellent post-- I bought in at 5.5, 12, a dip at 15, and the recent one at 19.5. The technology is currently so immature and fluid that its irrlevant as to whether WSTL or PAIR has a cheaper product than AMTX or AWARE now. What matters is 2nd half of 1997 when EVERBODY starts IMPLEMENTING ADSL. Whoever is best positioned at that time will make ALOT of money. My guess is by that time, DMT will be the winner. If WSTL ADSL revenues were 20 million on ADSL, AMTX's should be well over 100 million by 2 quarter 1996. What does that say AMTX market cap should be now? 5xrevenue discounted at 30% yields alot more than 300 million.

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