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Technology Stocks : Amati - MAIN THREAD

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To: Alec Epting who wrote (73)	5/18/1996 12:02:00 PM
From: Grace Golden	of 700

I have written a summary and given a presentation recently on DMT based ADSL system to ***. People asked questions. It sounds the technology is so complicated that they could hardly believe it. Nevertheless, the questions really make sense. Will the adaptive filters used in DMT work? Will the twisted copper lines in the telephone service have enough quality (purity, homogeneity, etc). How the two-way signals in the dulplex bandwidth influence each other in the telphone lines in real life? If some telephone lines are not good enough, then what is the percentage? Trial is trial. Trial means not sure yet. I own some of this stock. But I do not like to see what happens in the market. It is too hot. From my experience, crash happens only when it is too hot. I'd rather like to see it goes smoothly. When we do research on stock, we try to figure out what is the real chance. When we are not sure or when we can not see what is the worst that could happen, we should be careful. Some People just follow blandly without understanding the real problem. That is not wise. It becomes a kind of gambling. Plus all the uncertainty of the trial and other competitions, driving the stock too hot is unwise. Grace

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