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Non-Tech : Amati investors

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To: Joe Gag who wrote (17976)	5/21/1997 1:22:00 PM
From: Clare	of 31386

Joe, I've been in Amati for a little over a year and am still down. I'm beginning to think that maybe I should split my investment and put some into Westell. I guess my thing is that all along I believed that Amati had the patent, but all I see is the service providers going with Westell, patent or no patent, ANSI standard or no standard. It seems that the contracts are going to Westell and Alcatel. Meanwhile the chip licensing is going to Aware. So right now, I've got Amati and Pairgain. Perhaps I should add a position to Westell. Even if it takes time for NYNEX to pull it off, I'm afraid Amati isn't even on the dancecard! Investing in xDSL nowadays is like investing in networking in the early 90s when you just bought Cisco, Bay, 3Com and didn't care. Right now I have Amati, Pairgain and Analog Devices. Perhaps I should add Westell???

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