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

To: kenneth kountz who wrote (28547)	11/10/1997 9:23:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[GTE speculation] <<<Do you still think that a GTE announcent concerning deployment, using of course WSTL and AMTX units, is coming "soon"? If so, do you think its effect is already imbedded in the stock price of each company? I think if both WSTL and AMTX falls after such a GTE announcement, there may be a run on gas pipes.>>> I share your concerns with the share prices where they are. As I see it, the landscape is changing nearly every day. For quite some time I thought GTE most likely would give a CAP contract to Westell to get the ADSL ball rolling and later give a DMT contract to Westell/Amati jointly. Now, I think Westell will get an early CAP contract but I think the jury's out on how they'll handle DMT --- whether to the joint company or to Amati on its own. With this much uncertainty you can see why both stocks are stuck in neutral --- which leads to drifting. As for how the Street will respond, it's hard to say. I do think this will signal the beginning of commercial ADSL deployment and that's what many have indicated they wanted before jumping in. After GTE announces (my guess, some time between now and the end of the year), the next big event most likely will be TI's C6X launch, also before the end of the year, if my source is right. Then there's BCTEL who's said they'll have an official launch some time in November. With their new web pages going up, perhaps they're close. The Street does not like uncertainty and it'll take a real contract to show them these companies have direction. Just my take. Pat