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Non-Tech : Amati investors

AMTX 1.470

-5.8%

Dec 12 9:30 AM EST

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To: JW@KSC who wrote (17951)	5/20/1997 11:21:00 AM
From: mike angelo	of 31386

[The Baker - a.k.a. CSCO] Jim, If the baker does not choose AMTX, it may be time to buy other ingredients. I have moved most of my AMTX stock into WSTL on Friday. I like to go with a sure thing. There is an excellent chance WSTL will also be chosen for Nynex as DSC is big in Nynex territory. That is a huge amount of the populated/heavy industry East Coast gone to WSTL. People here have been very critical of CAP line code Vs. DMT. All those arguments have just been rendered irrelevant. China with Orckit is also a mega-opportunity. China may realize more growth than most people think. Probably time to buy Orckit stock too. I will probably not buy any more AMTX until they are actually chosen for deployment. If AMTX manages to get selected, then they will be a confirmed mega-opportunity also. Until that time..... Mike

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