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Non-Tech : Amati investors

AMTX 1.630

+1.9%

3:59 PM EST

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To: Bob Smith who wrote (21244)	7/15/1997 1:10:00 AM
From: pat mudge	of 31386

[@home] Bob -- Good to see you around again. I guess it wasn't surprising the ADSLs took a beating today with @home soaring. Here we've been praying the cable guys would present some competition and when it happens, we get whiplashed. Hmmmm. . . not what I had in mind. Ah, well, it'll sort itself out. Westell's insiders selling didn't help us any, either. That has to do with CAP not DMT, but it would be expecting too much for the Street to know it. From my perspective, Amati should have gone up on the news. Did you read today's WSJ article on @home? The last paragraph is pretty good. <<< The company faces such competitors as digital-satellite services and a faster data service from regional phone companies called ADSL, or asynchronous digital subscriber line. But many industry executives expect demand for high-speed data to prove insatiable as the Internet's popularity takes off. Avram Miller, a vice president of business development at Intel, said, "I've seen the plans of the cable companies for deployment and it's clear that cable modems will get customers in the millions.">>> Now if we could just get Mr. Miller to talk to GTE and a few others. Cheers! Pat

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