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Technology Stocks : Amati vs. Aware
AWRE 1.810-2.2%Jan 30 9:30 AM EST

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To: Richard Depp who wrote (79)8/21/1996 11:14:00 AM
From: Tango   of 221
 
Richard: I agree with your rally point. The influence on
xDSL comes from the fact that whenever there is more
competition in any way and valuation's of similar companies,
the others in the same industry get effected. This MAY have
had some effect in my opinion.

At this point, accumalation and averaging down when I get
the chance, is what I am doing. I am covering most bets
in xDSL though the market will be big enough to accomodate
more than 2 or 3 players. Ultimately the smaller ones
will/should be bought out. So its a win-win IMO. Time will
tell.

Regards

Tango
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