[Amati's Verity]
>>>With those who want to question Amati's verity, the current buttons to push are: there's no standard, they have no business plan, and they have no product.
* There is a standard and Amati and its partners will fight to uphold it.
* They have a business plan.
* The Allegro is available for shipping now.<<<
Pat: You know this, I know this, and the thread knows this. Apparently, though, Wall Street (which has been wrong many times before) does not know this.
So, IMHO, it all boils down to: Does Amati's *management* realize that Wall Street does not know what you, I, and the thread know -- and are they planning to address this shortcoming in the near future? (Does Amati's management, for example, realize that whatever they said last month at the Goldman Sachs conference was NOT a turnon, given the subsequent decline in the stock, and that they need to tell their story differently in New York and Boston this week?)
-- Walt Deemer |