Amati investors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: cape radical who wrote (8575)	1/16/1997 4:23:00 PM
From: j rector	of 31386

Thanks for the info on discout rate--I had been using a much higher number in the past--approaching 30%. Obviously this number is very important. I think that the risk discounting percentage has dropped somewhat in the past year given the success of xDSL. I personally see a much larger potential market (perhaps 2001 and beyond ) than the numbers I gave you. My thinking is that 20% of the PC market per year is 20 million modems--at $500/shot your are looking at 10 billion/year once the technology really hits. I am personally in all--WSTL ORCTF AMTX and PAIR (for HDSL). (except for AWRE). At current prices I think WSTL is riskiest but best near term potential. AMTX is next, with ORCTF and PAIR less leveraged into ADSL than the other two. I think you have to play at least two of them.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next