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Non-Tech : Amati investors

AMTX 1.795

-13.1%

Nov 6 3:59 PM EST

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To: Schmedley who wrote (24644)	9/11/1997 3:18:00 PM
From: pat mudge	of 31386

[Where's my coffee?????] Okay, it's been that kind of day. Haven't been off the phone for 3 seconds. This is what I think JS said, and I won't be able to verify till he gets back: GTE primarily going DMT. Will deploy some CAP at the outset. AMTX will get portion of DMT contract. No one knows how much. Westell could supply DMT, too. My take is not much different from what it's been all along. The initial rollout will be small and will include both DMT and CAP. When the big deployment takes off, it'll be DMT and once Westell gets CG, they could bid that. Since everyone involved with ADSL, including ADI and Alcatel, has found it difficult to bring out a workable solution, I'll worry about Westell when they have DMT ready to ship. Lots of notes. . . lots of good stuff. . . but I still haven't had my coffee. I see this dip as a good buying opportunity and think a close over 16 could be justified. Of course, I'm biased. Cheers! Pat

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