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


To: Chemsync who wrote (30316)1/21/1998 12:23:00 PM
From: pat mudge  Respond to of 31386
 
[Comnet]

Steve --

A stellar lineup of keynote speakers, indeed! Have you noticed the small hint of waffling on BA's part in reference to "going along with the consortium?" If indeed they're all backing DMT, this is the most radical admission to come out of the CAP fortress to date. I may be reading it wrong, and to no one's surprise, but I am "on alert" to see what comes next.

As for Aware, I'd wait for contracts before assuming they've got the DSL Lite business sewn up. Clearly they have the product but as we all know, there's lots of positioning. I sold yesterday at 14 --- missed today's spike -- but would rebuy on any solid news. LU certainly came out of the gate like a bronco bull this morning. We knew they weren't sleeping over there in Murry Hill.

Anxious to know what's happening in Vancouver.

Later --

Pat