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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 6.010+3.1%3:59 PM EST

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To: Techie who wrote (1306)1/10/1997 6:23:00 AM
From: Jose Miguel Peleato   of 1365
 
I believe the xDSL sector will do well into 1997/1998 yet with all the votality I am reluctant to invest in a single company. Does anyone have an opinion about the composition of a small "mutual fund" that could be created buying into 3-6 companies. Maybe it would be interesting to put the names up and debate them.

I guess we could use the grouping from SI but this is too raw as it is composed of the companies in the field.

My views(I do not claim any special insight):

Orckrit
Westell
PairGain
Amati

Jose Miguel
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