[AMTX in trouble?]
Dear AMTX fans:
Judging from the price action these days, it seems
AMTX is back in trouble again. CSCO goes with Alcatel,
most modem producer goes with AWRE, MOT cannot deliver
the GC chips. To my mind, originally AMTX is a technically
sound company. Now, to me, either their strategy execution has
some problems or AMTX is been squeezed by all others
together because of their "tough" licencing strategy.
Sincerely hope that AMTX can still survive when the big ADSL
market really comes. Anyway, IMHO, this is a stock only
professional traders should touch. Short term loyalty to AMTX
mostly is only a penalty and long term loyalty may be just
gambling. I am glad that I am only holding one call optins.
However, if everyone is dumping AMTX to make it reaches $7, it
may be a good bargain. It's hard to believe that MOT and TXN
will fail AMTX when the ADSL market is coming. However, it's
for sure to me that AMTX won't be really such a big shot as
so many AMTX fans are expecting in this thread.
Just my 2 cents.
Chihcheng |
