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Non-Tech : Amati investors
AMTX 1.690+2.7%3:59 PM EST

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To: Mad Bomber who wrote (12880)3/27/1997 8:13:00 PM
From: pat mudge   of 31386
 
[Big picture]

<<<Some people will choose DMT solutions, some people will choose CAP, some people may choose both.>>>

Short term, I agree 100%, perhaps even long term, though I'm not as convinced there. I talked with guys at IMB/Ameritech, MCI, and NEC/Australia this week and they all three said both technologies would be deployed and, furthermore, they all said Amati's DMT was the finest ADSL in existence. Incidentally, the IMB guy said, "You own Westell, I hope." (I do.) That's after we'd both confided we owned Amati.

<<<I think the key here is to keep an eye on the big picture (i.e.
market for ADSL in general in the future) and not let the market force an emotional decision.>>>

Believe me, it's become a mantra: big picture. . . long term. . . big picture. . . long term. . .

Good to see a new face. I hope you'll hang around.

Regards,

Pat
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