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Non-Tech : Amati investors
AMTX 1.600-1.8%Jan 9 9:30 AM EST

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To: pat mudge who wrote (15088)4/24/1997 6:43:00 AM
From: Walt Deemer   of 31386
 
["They All Look Alike"]

>>>Now, you have to realize the analysts gave themselves away by saying they all looked alike. Seriously, how much could they have studied each company and still say that?<<<

The comment referred to the stocks, not the companies, and was meant to reinforce the point others have made that the stocks are moving pretty much as a pack here, so at least some of the weakness in AMTX can be explained by the weakness in the group as a whole.

Your point is well-taken, though, in that Wall Street's ASDL coverage is currently rather superficial; most people just know "it" is out there, without knowing the pros and cons about each company that have been discussed so well by people on this thread. At some point something is going to happen that says 1) "It" is here -- now, and 2) Some of these companies are better than others.

The sun, in other words, is starting to rise but Wall Street hasn't gotten a wake-up call yet. I think you have some ideas, though, on who's going to be on the other end of the phone when it rings. ;o)

-- Walt Deemer
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