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Non-Tech : Amati investors
AMTX 1.470-5.8%Dec 12 9:30 AM EST
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To: ATUL SHARAN who wrote (17714)5/15/1997 1:30:00 PM
From: Andreas Helke   of 31386
 
When I heared about ADSL technology for the first time I immediately knew that the technology was a winner. I was not that shure about Amati as company and even less about the Amati stock. As little as a few weeks ago I could not rule out that the stock price would visit $5 and I really would have loved to buy some shares at that price. But I dit not know I would have been able to afford them due to possible margin problems.
One year ago we had Amati as a promising but very risky investment. We did not even know how Amati was intending to earn money and compete with all the other companies in the ADSL field. Nevertheless the stock price run up from $6 to $36 without any fundamentals. At that time I thought if it can run up to $36 in a few weeks maybee it can go up even further when deployment of the technology aproaches. We now know that that idea did not come true. We now know a lot more about the company and its competitiors and the impact of other last mile technologies. Amati is still on track to get its share of the ADSL market. Therefore it is a less risky investment than it was a year ago.
I am increasingly seeing investemnts in other xDSL players less of a hedge that is necessary to avoid disaster if the ADSL field proves to be hot but Amati disappoints but more as investments that have to be judged on their own merits. I will probably keep my Amati shares and reduce my investments in some of its competitors.

Andeas
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