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

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

AWRE 2.130

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3:59 PM EST

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To: Scrapps who wrote (3346)	4/17/1998 5:16:00 PM
From: Jay Lowe	of 9236

Right on. I'm running a cablemodem here that can do 10 Mbps ... on a 30Mbps segment. That cleans up bigtime on ADSL, and my cable vendor will be offering the service cheaper than GTE's DSL. Besides, I can run a drop to every system in my home office ... rather than route. Don't underrate cable ... there's big forces at work here ... much bigger than Internet access as we currently know it. Microsoft wants to be your phone company, and your appliance company, and your grocer as well. (slight hyperbole). They want it all. That picture falls out more directly via cable than anything having to do with the RBOC's ... Microsoft (e.g.) wants to control the wire into your house ... and every point of presence outward. In the dance of survival and growth, Microsoft and the phone company are natural enemies, given their current behavioral strategies. Cable and DSL will both enjoy lots of nice growth ... what the situation is in 5-10 years, tho, is a profoundly interesting question.

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