SI
SI
discoversearch

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 1.620+1.6%Dec 3 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Eric Goethals who wrote (21946)7/31/1997 2:42:00 PM
From: Techie   of 31386
 
Hi Eric,

>> Do you also share the same opinion about WSTL reaching the 40's, 50's or PAIR reaching the 30's, 40's ?

I should have associated a timeframe with my remarks. Let's just say we are talking about 6-12 months. In which case, yes, I share the same opinion about WSTL reaching the 40's or 50's.

PAIR reaching the 30s would be very unlikely without credible buyout rumors. The stock right now is still trading at a high P/E in relation to it's business prospects. Having said that, let's not forget they do have a real business. It's not growing as fast as it used to, but it's not dead.

>>> You just feel Amati is not the one?

I do have some additional concern when it comes to Amati and it's inability to form a real partnership with any of the major players in the field. As you know several companies, including USRX, looked at Amati and decided to pass. That doesn't give me a warm feeling. As we have discussed many times in this thead, none of these small companies will succeed without partnering with a larger company.

Both Westell & Aware seem to be a lot more realistic in this regard.

Techie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext