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

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

AWRE 2.510

+0.6%

Nov 10 3:58 PM EST

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To: Scrapps who wrote (7024)	10/8/1999 1:50:00 PM
From: Bobo	Read Replies (2) of 9236

I looked at one of the 3com modems packaged at Internet World and it was an A-l-c-a-t-e-l chipset. It could be that others have different silicon for BA but I doubt it. This is the announcement of the offering if you did not see it: biz.yahoo.com. W/ respect to the Conexant/ Lucent gig, almost everyone uses Conexant for SDSL. I believe they are shipping 1mm chipsets per quarter. My guess is that they have close to 100% of the market. Globespan is making some noise about CAP-based SDSL rather than 2B1Q. But that is a non-item in the marketplace right now. Conexant (except for their Pairgain relationship) is a non-item in the ADSL space.

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