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


To: pat mudge who wrote (28634)11/13/1997 10:33:00 PM
From: j rector  Respond to of 31386
 
[ HI Pat]

I actually think AMTX/WSTL have held up alot better
than many of the network stocks since the merger:

3COM: down 40%
ASND: down 40%
CSCO: down 10%
PAIR: down 30%

AMTX/WSTL: down ~25%.

Based on currently announced contracts, WSTL/AMTX seems
fairly valued. w/GTE there is probably some upside. I don't
think we will be very sensitive to deflationary pressures
in this technology for awhile.