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Non-Tech : Amati investors

AMTX 1.595

-0.3%

Feb 6 9:30 AM EST

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To: Curlton Latts who wrote (3229)	8/28/1996 3:50:00 PM
From: Chris Alexander	of 31386

Curlton, you are just seeing proof of the point I have been making; except for you; in vain. Although it runs contrary to the most basic elements of investment evaluation; this thread will only talk about itself; AMTX; like it exists in a vacuum. Whenever Westell is brought up, negative comments are made to dismiss them: Look at the market cap; negative comments about management (Techie); DMT is far superior to CAP; etc. Whenever BBTK is brought up: FTTC is never going to happen (LU sure things it is), other pooh pooh comments I can't even remember. A parade of negative comments about the competition and positive comments about "our" company does not make for much of an intelligent investment analysis. Recent developments show the lie of all the negative comments about Westell. Do I point this out because I am shorting AMTX (which I am definately NOT!); do I point this out because I am pro-Westell? (I do like them); I POINT THIS OUT BECAUSE IT SEEMS TO REQUIRE ATTENTION: WHEN WILL AMTX'ERS REALIZE THAT OBJECTIVE DISCUSSION OF COMPETITIVE FORCES IS PART OF ANY INVESTMENT DISCUSSION? Of course, Techie calls me a fool (and that must make it so); this just must be part of my foolishness.

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