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Non-Tech : Amati investors

AMTX 2.155

+2.4%

Nov 11 3:59 PM EST

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To: pat mudge who wrote (29468)	11/29/1997 10:46:00 PM
From: bill c.	Read Replies (1) of 31386

Pat: >> They don't have a big war chest and in my opinion aren't strong enough to weather the storm while telcos (read: GTE) iron out the wrinkles before deploying in numbers. << Westell has ~$60Million in cash +300million shelf, with a burn rate of ~5million/quarter. 2 out of the 3 GTE divisions and Bell Atlantic have long term contracts with Westell. They will have a MOT and TI DMT solution, and presently have a CAP and AMTX DMT solution. They have partnerships with Lucent, DSC, Nortel and Fujitsu on the equipment side. Westell will acquire IP in layers 2 and 3. 1 month ago you were under the impression that AMTX could weather the storm, with no cash. Why isn't Westell strong enough to weather the storm with long term contracts in hand and $60million in cash?.. until later.

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