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Technology Stocks : Amati vs. Aware
AWRE 1.810-2.2%Jan 30 9:30 AM EST

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To: Chris Alexander who wrote (52)8/15/1996 11:27:00 PM
From: mike angelo   of 221
 
To ALL DMT only stockholders : The danger with amtx and awre:

Both companies support the dmt standard ( I don't believe awre also supports cap). There are many great standards out there that NEVER get implemented in reality. My understanding is that cap modems can be produced cheaply right now. That is not the case with dmt. The carriers are going to choose what can be implemented first, with lowest costs and best opportunity to grab market share. That probably means Westell.

I own amtx, wstl, pair, and awre just to cover my bases, but truly believe Westell will be the first to win a large contract. If dmt does not get implemented for a few years,or never, my investments in amtx and awre will be worth nil. I would urge any investor just holding stock in dmt only based companies to strongly consider a purchase in a company that also implements cap.

Just my thoughts.

ma
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