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Non-Tech : Amati investors
AMTX 1.545-4.6%Jan 7 3:59 PM EST

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To: bill c. who wrote (7666)12/30/1996 7:09:00 PM
From: pat mudge   of 31386
 
<<<The choice of line code SEEMS to be CAP.>>>

Bill --

I agree that CAP will get some of the early orders and would hope this is built into the stock right now. I suspect large investors already know it. Your point is well-taken, though, regarding WSTL. I own both and haven't added because I couldn't see any interest or momentum building. I'm hoping GTE will announce both technologies at the same time.

CAP orders certainly *won't* help the whole group, not unles the DMT position is explained at the same time. What's comforting is that the guys in the field *know* DMT is superior. That's not in question. Timing is the primary factor right now. It's almost as if these decisions are being dictated by marketing departments and not engineering.

At any rate, I appreciate your caution.

As for my gut feeling (as if you didn't already know :))it's that Amati is the sleeper of the year (decade?) I could be wrong.

Happy New Year and thanks again for your great input on this board.

Cheers!

Pat
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