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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: Pigboy who wrote (27548)	10/21/1997 9:19:00 AM
From: SteveG	Respond to of 31386

<..When do you (not others) think we will start seeing the first deployments of ADSL?.> I think we could see a contract this year. But unless they have the kinks worked out of C6X, I doubt we'll see deployments until '98. <..Why would a LU, which you keep bringing up as a possible buyout fellow for WSTL/AMTX, buy out a WSTL/AMTX if deployment and money are both soo far away in your mind?> Same reason everyone and their brother are moving toward VoIP... to be prepared. I think LU would likely have an easier time of selling ADSL than WSTL. Additionally, WSTL has taken on quite a load with AMTX, so they could use the support. <If you think Amati has such a little chance for appreciation, are you writing a giant load of calls on it right now, or do you think that is very unwise or just too risky? > How much would you get for AMTX 30s? (Would you buy them?) I think AMTX will be WSTL before it ever sees 30 again. Alternately, when would WSTL see 33.33 (=AMTX of 30)? I think they may be LU before that happens. Steve