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Non-Tech : Amati investors
AMTX 1.425+8.4%Dec 30 3:59 PM EST

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To: Galirayo who wrote (7422)12/24/1996 10:01:00 PM
From: I-Rong Lin   of 31386
 
The recent drop in price probably related to the following reasons:
1. Amati's ANSI standard is not the only standard now. Cap is Ad Hoc.
2. Cap will be in market earlier than DMT.
3. Amati losed contract bid to Aware from Pair.
4. Cap is cheaper.
5. ISDN will be in market first. Bell Atlantic and Nylex already invested a lot of money in ISDN they will not invest something else without getting some money back right away. That is why they cancel the CAWS contract.
6. USRX already has 57.6 KBPS which will dominate the market for 1997.
In 1998 ISDN will dominate for 2 more years. ADSL will not be widespreaded until 2000. DMT will not be the first either.
7. GTE test results not disclosed, actually a phase II will be initiated, Investors are not happy about this sector as a whole.

Comments? appreciated

Good luck all
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