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Non-Tech : Amati investors

AMTX 1.540

-8.3%

Nov 20 3:59 PM EST

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To: Robert Sherman who wrote (22150)	8/2/1997 5:32:00 PM
From: ATUL SHARAN	of 31386

Robert: Some unsolictied, gratuitous 2 cents.... I have said this before ADSL is not an area where you ever want to be caught NOT invested. I would recommend always holding some AMTX (and WSTL, AWRE..) and then trading around core positions based on momentum etc.. ADSL has recently seen increasing competition but still has, in my opinion, the potential of being one of the KEY enabling technologies of the next 10+ years. Could be huge. The importance of providing mega-bandwidth over copper, and thus utilizing the existing labyrinth copper infrastructure has the potential, like an alchemists dream come true, of turning copper into gold :-) hence Motorola's naming of their chip CopperGold :-)) Other semiconductor companies with chips in this area are ADI, LSI, TI. I would be watching TI and LSI's chips closely. I am an investor here in the ADSL "mega-trend". Atul.

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