Amati investors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors

AMTX 1.600

+3.9%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mike angelo who wrote (20216)	6/23/1997 12:54:00 PM
From: fibonacci	of 31386

Mike: fibonacci is in for the long term and always lurking about SI. Thanks for the complement, but the current Amati standard bearers are doing an excellent job keeping us informed. On several occasions I have felt like sending a few dollars to the Amati SI trade show attendees in order to defer some of their costs. I still follow this board daily and I haven't reduced or added to my Amati position. I'm still a long term Amati investor. Why? Many of my early Amati concerns stemmed from my perception that Amati lacked a strategic business plan and wasn't aggressive enough from a marketing perspective. This past year has surprised me with regards to the quality of their new strategic alliances as well as the USA and global focus of their marketing effort. True. These positives don't seem to be reflected in current stock price as it is 1/3 of its 52 week high. I expected it to be around $24/share by now. Ironically, that was the Westell previous close. What a difference a well placed impending contract expectation can have. The only substance given to WSTL in my mind was the statement by an Amati officer that Westell was their primary competitor. Like everyone else on this thread, I'm waiting for the chips. Until MOT, NEC, TI, and now Siemens produce a DMT chip set; there will be no commercially viable DMT xDSL products and the entire xDSL market segment will languish. Am I worried about the MOT delays? No. If this technology was easy it would have been implemented years ago. The Microsoft big move into cable as a broadband medium does concern me since they are involved with xDSL trials. But that is only one negative on an otherwise bright horizon I see for Amati. Good luck with your investments. Amati is offsetting the rest of by small cap portfolio!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next