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Non-Tech : Amati investors
AMTX 1.535+11.2%10:29 AM EST

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To: pat mudge who wrote (14269)4/15/1997 12:26:00 AM
From: Bob Smith   of 31386
 
[Soundview on Westell and other...]

Pat,

What your take on the Soundview comments (pulled from Westell thread):
<<To: Will C. (3139 )
From: Robert DeHaven
Apr 14 1997 7:58PM EST
Reply #3148 of 3155

Will C: Soundview Financial issued a research report 4/11/97 on WSTL.

Maintains Buy rating...lowers estimates of earnings.

From the report....SF believes Bell Atlantic is developing a digital loop carrier based system developed by Westell and DSC Comm.

SF believes GTE is the relationship that all are most anxious for Westell to announce.....They say when announced that most likely WSTL will be joined by Cisco and Microsoft and posiibly others in providing a "separate national carrier network" such as a competitive local exchange carrier to deliver the service.>>

Also, there seems to be some "disagreement" between your earlier post that Amati is not short on funds and Iceburg's general comments that they are in great need of cash.

I keep going back to what RC told you...patience. I'm really trying.

Regards,
Bob
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