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Non-Tech : Amati investors

AMTX 1.510

-7.4%

Dec 5 3:59 PM EST

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To: bill c. who wrote (8986)	1/21/1997 2:19:00 PM
From: Alan Aronoff	of 31386

Bill, <<Lucent will not drop CAP, but I will meet you half way and suggest Lucent may eventually support DMT. If the customers "RBOCs" want a DMT solution.... then Lucent should have a DMT solution.>> Sounds reasonable. WSTL is getting hammered right now. I don't believe WSTL is going down this badly on missing earnings that are to to be reported soon. And I don't believe AMTX traded up yesterday just on the DSLAM news. If Lucent comes out and says "we'll have a DMT alternative" I'll interpret that as Lucent admitting their significant customers want the ANSI standard and CAP is basically dead or close to it. WSTL, even though they say they have a DMT solution, is still regarded as a CAP play. Looks like AWRE and AMTX DMT will be interoperable. I reshuffled my ADSL fund today...AMTX and AWRE are my biggest holdings now.

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