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Non-Tech : Amati investors
AMTX 1.595-0.3%Feb 6 9:30 AM EST
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To: j rector who wrote (4362)10/7/1996 6:10:00 PM
From:    of 31386
 
You have to keep in mind that following what Ariel (which is a CAP loser) understands is that the modems and the chip are only PART of the end to end solution. It is the final price of the ENTIRE system that is considered. ATM isn't cheap and AMTX has so far bet the farm on ethernet. This is ok for the business lan deployment application that is being evaluated in the GTE Redmond trials and it will be sufficient for AMTX to develop a niche market in business ADSL interfaces. It isn't enough to win RBOC contracts. Techie understands that much. Of course, I have noticed that betting against Techie's logic is usually a win; thus AMTX is up and I am still happy with events. I find it interesting that AWRE which I do not currently own is slumping. Orckit isn't doing much either. I would have thought if DMT was a win; they would be moving also. Why not? AMTX is moving on short-coverage and internet tom toms beating. Internet momentum is a force to be reckoned with. Understood; it makes for great trading opportunities. AMTX is a near-term win. Not on merits though. Westell in the mid-20s; it will be a killer buy again. I am going to wait. If I miss it; there is always another opportunity to turn to. Who is Chris?

The new financing agreement; share dilution concern pending?
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