Hello Joan,
Correct me if I am wrong, please.
According to Paul Motter, Amati has some kind of patent, but only
an error-checking patent. Amati does not have any products yet. ICOT
the company that Amati merged with, does not have a product either.
So I think Amati really only has some research values, but not
product values.
As far as products, we have Westell and Pairgain, PAIR stock has doubled
in 1995. Westell came out public about 1 month, at $25, the company
now worths about $445 million ( I took $25 x the total company shares ).
I start to believe more in WSTL and PAIR than AMTX.
Now, I also notice that AT&T Paradyne, who hosted this last ADSL
this week in Florida, has a product (chip format) called GlobalSpan.
PAIR has its own chip for about 1-2 years now.
So, my conclusion is: WSTL and PAIR both have products, and ADSL
pure play. AMTX has patent and research revenue from licensing. I
don't know if AMTX will have the muscle to produce products, though.
I like AMTX because it is only $7, but ...no products
I like PAIR, but it's $50 now..., doubled in 95
I like WSTL, but IPO at $12, opened at $24 and stop now at $25...
AT&T, a global diversified company, so I don't know.
That's my $0.02 worth.
Any comments please. |
