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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 6.080-6.2%3:50 PM EST
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To: JW@KSC who wrote (74)5/11/1996 2:47:00 AM
From: Bill Harmond   of 1365
 
Jim, I don't think AMTX's performance relative to WSTL and PAIR is significant enough to argue against diversification. In December Westell IPO was 13.

I must add, however, with WSTL's lockup period ending in June, there might be weakness in the shares.
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