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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: Kelly Igou who wrote (8479)	1/15/1997 2:18:00 PM
From: Albert Youssef	of 31386

[ What is management's job in situations like this? ] I tend to agree with Steve M., that I don't want management to hype it's stock or its position. And what should it do when the stock drifts down as it has lately? My view on owning Amati and other stocks like it is that I'm investing in a technology that I believe will be viable, and hopefully explosive, at some point in the future. So my belief is that management should do everything possible to make their implementation of that technology successful. If this includes getting someone like Soros on board to help finance the company's R&D, then that's fine. This certainly means the forging of strategic alliances with the telcos and Bells. I think that Amati is doing fairly well at these things (I'm especially enthusiastic about the GTE trial); whether they are doing it to the best of their ability is beyond me to evaluate. I don't want the company to make "non-announcements" to bolster their share value - I hate it when companies do this. Now, I do think they should be more receptive to shareholders such as Pat, and that they REALLY should be better about maintaining their web page. But Amati isn't alone among the ADSL companies in seeing its share price stagnate recently. Even AWRE hasn't gone anywhere since the day after it announced its Pairgain alliance. ADSL is still a good way off from major revenues. The big players will only get in when it looms larger on the horizon. So, bottom line: Management's job is to build long term value by developing their ADSL product line and their strategic relationships. Probably, it's actually in their best interests to NOT consider the short-term fluctuations in their share price. These fluctuations will be meaningless if Amati fulfills the promise that I think it holds. Al Youssef

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