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

To: pat mudge who wrote (29612)	12/4/1997 1:10:00 AM
From: Chemsync	Read Replies (1) \| Respond to of 31386

[Merrill Lynch downgrades chips] Hi Pat, (Sorry about the earlier post, I don't know what happened) I thought it interesting to note what Merrill Lynch's Tom Kurlak said today. In explaining his move to downgrade several chip stocks Kulak delivered a requiem for the sector. One of the reasons cited for for weak demand is that the race to upgrade processing power in PCs is "probably" coming to an end. One reason, says Kurlak, is that so many people these days are using PCs to get on the Internet. As any Net surfer knows, things move slowly in cyberspace because of bandwidth problems, not because your computer is underpowered. And until bandwidth problems are resolved, says Kurlak, Net surfers won't feel any need to clamor for more horsepower under the hood. I know exactly what he means! And, I hope we're right. And, I hope lots of money is withdrawn from chips to correct the problem. Not DSPs, of course. More out of sheer boredom than Kurlak's remarks I bought a little chunk of WSTL today at 15 1/2. I'll be content to see it go in any direction. I also received some e-mail today that contained a little ditty on ALA. The French telecom giant Alcatel said the French and Spanish national telecoms operator France Tlcom and Telefonica would test its ADSL technology, which allows for the high-speed transmission of digitised data over regular phone lines.ÿ Other companies that are testing or commercially deploying Alcatel's ADSL include Ameritech, Belgacom, Bell Canada, BellSouth, BT, Pacific Bell, Singapore Telecom, SouthWestern Bell and Telia, thus giving Alcatel 30% of the world's ADSL market. Pilot projects have also been ordered in Denmark, Japan and South Korea. Happy Investing, Steve p.s. If you're looking for a radical departure from chips OATS looks promising.