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

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

AWRE 2.495

+9.0%

Nov 7 3:59 PM EST

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To: Scrapps who wrote (7022)	10/8/1999 8:00:00 AM
From: Bobo	Read Replies (1) of 9236

It will be interesting to see how the CLEC's do the G.lite. To date they are almost exclusively SDSL/IDSL. G.lite is much more of a residential play and that is a tough space for the CLEC's to provision. If I were running a data CLEC, I would cherry pick as much business (SDSL) business as possible since it is more rev / provisioning pain. As for the Lucent/ Alcatel thing. It will be interesting to see how long this lasts. Conventional wisdom says that Lucent utlimately moves to their own silicon but it is a big company so who knows. Lucent could stick with Alcatel for a while if it means getting some RBOC business. One other observation... I looked at the 3com cards that BA will use through retail. It is no surprise, they have Alcatel silicon.

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