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

To: kenneth kountz who wrote (27762)	10/23/1997 10:25:00 PM
From: sargent	Read Replies (1) \| Respond to of 31386

Let's think real hard about this (use logic). GS, who is running the show, goes public not once, but twice, with the fact there are 3 big announcements forthcoming. He is not legally allowed to make comments regarding material facts pertaining to the future. He has all but guaranteed there is something big to be announced soon. How many years in the slammer will Big GS get for fraud if this is completely incorrect (lots). I was scared to death that the BS contract might be considered one of the "big 3." Although not a loss, it was nowhere near a win. This CC was not as bad as it could have been.... One of the contracts could have been BC and their earnings could have been (15)+. The stock has performed lately as if "those in the know" predicted something like this to happen. It didn't. Nothing great, nothing terrible...but still very intriguing - makes you want to hang around, huh.

To: kenneth kountz who wrote (27762)	10/24/1997 3:11:00 AM
From: pat mudge	Respond to of 31386

[Reactions to CC] <<<I was struck by the lack of information he provided in response to the question on the mysterious "3" signed but not announced contracts. He seemed especially defensive. I came away from the call with a very uneasy feeling. If I were a prospective new investor in WSTL, I would expect more from a CEO than he provided. His knowledge of his product line seems especially thin.>>> Kenneth -- I had some of the same feelings and I'm still trying to work through them. Seamans didn't play the Amati story much at all. Yes, he listed their partners and contracts and positions in trials, but where was the earlier verbage regarding their combined strengths? After the merger call he sounded like Churchill cheering the troops at Normandy. Is this just my imagination or did you catch something, too? The only explanation I can possibly come up with is if someone else is looking at the company. I've not heard any rumors to that effect, so if it's true, it's news to me. Comments that stood out that would support such a theory: he made a point that BA was deploying CAP, okay, no big deal. He was unsure of himself on C6X (the key to the Rosetta Stone, IMHO) and missed a chance to reiterate how far ahead of the competition they were. He didn't emphasize the merger's combined strengths --- a loud silence. And on the CG query, I'm still waiting for him to finish the sentence. Again, it's what he didn't say that gives me pause. Okay, setting aside any thoughts of possible interested parties, as I see it, there are now two major players in the ADSL field: Alcatel and Westell/Amati, and if you figure out what percentages each might get of the total market --- even giving ALA the larger share --- you still come up with impressive numbers. This is all in my opinion and I could be wrong. It wouldn't be the first time. Cheers! pat