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

To: bill c. who wrote (29510)	12/1/1997 12:00:00 PM
From: pat mudge	Respond to of 31386

[Point counter-point] <<<With BA, BT and 2 divisions of GTE signed + numerous smaller signings... Westell still has 3 contracts coming. I view this as upside potential.>>> The only one of those I consider a significant contract is GTE-Gov't. The others are indefinite or so trivial as to be nothing more than extended trials. As for three coming, what makes you think BC and GTE weren't supposed to be significant and something happened to change the numbers? >> There is no GTE contract for DMT, so there's nothing to take over. << I don't consider current DMT deals with GTE anything more than trials. <<<You've had the luxury of talking with experts in this industry for the last 2 years. It seems you feel slighted by the AMTX promises and are now taking it out on Westell. You have gone from total faith in a 100 employee company to wanting to see the contract terms with Westell. I don't blame you for not taking the Westell promises after the reality with AMTX... until later.>>> Yes, I feel slighted in that I can't ride Amati to the finish line. However, if that means taking it back to the starting line, I'm glad not to be there. I couldn't withstand another April. If it appears I'm taking it out on Westell, I apologize. I've learned a lot now that the merger (WSTL) and buyout (TI) are public. I have no reason to demean Westell. I do have reason to raise the yellow flag based one what's been shared via email by persons close to the company and what I've heard from other sources. I'll be a buyer again if I see them meeting and overcoming the challenges facing them b/c like you I believe there's a huge market for ADSL and that Westell will play a part. Let's keep the debate civil. One SteveG is enough. :) Cheers! Pat