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Non-Tech : Amati investors

AMTX 1.730

+2.4%

Nov 28 9:30 AM EST

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To: MangoBoy who wrote (28851)	11/20/1997 1:31:00 AM
From: pat mudge	Read Replies (1) of 31386

[WSTL] <<<WSTL comes out of this with all the IP assurances it needs and none of the dilution. dunno why the stock won't start heading back toward the mid-20's once the news is digested.>>> Not necessarily so. Better ask to read the fine print before you bet the farm on Westell going north. <<<winners: TXN WSTL neutral: AMTX losers: MOT AWRE ADI LU unknown: USRX/COMS SIE NEC>>> winners: TXN, Siemens (working closely together already), GTE (now dealing with stronger vendors) survivors: AMTX losers: WSTL (thrown a bone without much meat), AWRE (no longer dealing with hostile Amati, USR could drop them), ADI (main competitor owns the crown jewels), LU (has no jewels), NEC (will TI cancel VDSL contract or work together b/c of HKT deal?) unknown: USR/COMS, CSCO (could lose ground with GTE if Siemens steps in), ALA (loses camaraderie with Amati on VDSL and their second source may not get as good a price with TI) Lots to watch. Pat Just my take and I could be wrong. Pat

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