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Non-Tech : Amati investors

AMTX 1.620

+0.3%

Jan 6 3:59 PM EST

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To: Vladimir Zelener who wrote (7650)	12/30/1996 8:19:00 PM
From: John Morrison	of 31386

>>>n the last month or two both RBOC's and Long distance phone ompanies stocks rose quite a bit, while ADSL group is still overlooked. Any explanation of this indifference?<<< There is no correlation between the RBOC's / Long Distance and the Telecommunications equipment stocks. They are unrelated due to past performance so they are in different groups within the Telecommunications sector. The equipment stocks (like Amati) are a good buy while the group is down -- I don't know exactly when they will move up. Why the indifference to ADSL stocks, you ask? I am just guessing here -- They all had a huge runnup last June, then were brought down with the general market correction. This creates a lot of overhead supply with takes time to overcome. They all moved up on hopes and dreams. Now they must perform in order to go up significantly. Revenue and profits are what will move this sector up significantly. Most stocks will move up ahead of public announcements, so these (including Amati) will move ahead of actually announcing profits -- I don't know when this will be. Some event needs to occur to attract attention to the ADSL stocks. What will that be? When will it be? Wish I knew. John

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