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Non-Tech : Amati investors

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To: pat mudge who wrote (13275)4/4/1997 6:49:00 AM
From: Walt Deemer   of 31386
 
[Sources Of Flip Comments]

<<<I've heard the phrase "no business plan" more than once this week.
<<<("Just patents"; "have to get into manufacturing", etc.)

<<<If Amati's GOT a good business plan, please tell those "head
<<<honchos" to take a copy of it with them to Boston.>>>

< Walt --

< I would consider the sources when you hear these flip comments.

Pat: Unfortunately, the "sources" of the "flip comments" are the people who have, or control, most of the marbles in the stock market today -- and the "flip comments" are their quick read on AMTX.

I'm not saying they're "right"; I'm just trying to figure out why institutional investors -- with all their research resources -- don't see the tremendous upside potential in AMTX that so many on this thread see, and just what it would take to push them into their trading rooms with buy orders for AMTX in hand.

If institutional investors perceive that AMTX has "no business plan", some reassurance could go a long way towards bringing them on board. That, in turn, could start turning the aforementioned "potential" into reality -- and reassure ME that Amati isn't another Gandalf.

By the way: Thanks for sharing the Morgan piece -- a big step in the right direction, IMO. Institutions are so big now that many of them have to play this ASDL thing through a group of stocks, not just one. The Morgan report helps ensure that AMTX will be part of that basket.

-- Walt
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