Aware, Inc. - Hot or cold IPO? Message Board

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Technology Stocks : Aware, Inc. - Hot or cold IPO?

AWRE 2.070

+0.5%

11:21 AM EST

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To: Joseph Colombo who wrote (2452)	1/22/1998 10:45:00 PM
From: Steve Morytko	of 9236

One thing to keep in mind Joe is that with xDSL you'll be "online" constantly. You'll leave your workstation on all the time and you'll be able to contact it from anywhere else in the "network". Some thoughts ... - Monitor activity at remote locations. Check your cat's food dish while you're on vacation and talk to it offering reassurance that you'll be home real soon now - via the A/V device attached to your workstation. - Listen to voice/video messages your workstation is collecting. With the added bandwidth this becomes a real possibility. - Everyone will have a home page - at home. This iteration of xDSL won't let you run a service that requires significant outbound capacity because of the limited upstream capabilities. Of course you can put heavily used services on your ISP's server like many do today. - Applications like Netscape's Netcaster and Conference benefit. You'll be able to attached voice/video to all your e-mail. Imagine the possibilities for SI - you could listen to some of crap on the ASND thread - yeah right. - I'd expect software firms and information distributors (news services, catalogue merchants, magazines, stock data, radio, ...) to be able to multicast you the latest versions of their software/data/etc. (while you sleep or in real time) - for a subscription fee of course. Multicasting is a protocol that sends data to many "subscribed" users all at once (as opposed to sending the same data separately to each user). However, multicasting will come into wider use with or without xDSL. Who benefits? PC makers I'm sure (gotta have that Pentium II with the additional MM functions - right?); lots of periperal device makers too (more storage to handle the wavelet compressed MM files <G>); obviously your ISP but also the xDSL equipment makers and companies providing core Internet communications equipment. I'll name a couple of companies I think will benefit - ADI, AWRE, ASND, and COMS. Everybody is going to think it's real easy to be a graphics designer or movie producer (which of course it isn't) so they'll be buying A/V equipment, scanners, software to manipulate images/movies, etc. It may be practical to work at home for a larger number of people. There will probably be many new killer apps that only a few out there have even imagined (that will make them millions!) we'll want/need. You might also want to think about who won't benefit when xDSL is in widespread use. There are bound to be some losers.

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