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Non-Tech : Amati investors
AMTX 1.490-0.7%3:59 PM EST

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To: JW@KSC who wrote (8571)1/16/1997 3:23:00 PM
From: SJS   of 31386
 
[Follow the leader:2]

Yes, he did. My reply is that I don't think they are acting like leaders. Leaders get mentioned often. I don't see the press flow or representation by key players (sure MOT and NEC are key partners, but they've been quiet lately....) that AMTX is the leader.

AMTX has the patent, but it seems that it's being perceptably challenged by AWRE DMT and ORCTF.

I wonder what going to drive this stock to the vaulted heavens...

I just don't sense that they are proving or demonstrating their leadership position in the infancy stage of ADSL. Certainly not from a marketing perspective anyway.

Yes...I am long (for quite a while), not new to this forum, and respect quite a few of the opinions on this thread. I wonder, at these stock depths, whether we all missed something.

Steve
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