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

AWRE 2.220

-3.1%

Nov 4 3:59 PM EST

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To: Hans Blomberg who wrote ()	3/1/2000 12:20:00 PM
From: TedTurner	Read Replies (1) of 9236

TI still playing catch up in ADSL chipset market. At first glance of today's TI press release I thought TI was really gaining some ground on ADI and Alcatel in the ADSL chipset market, but as I read more into the press release, it reminded me of one of Globespan's releases. Texas Instruments First-Quarter ADSL Shipments Up 5x From Fourth Quarter 1999; Shipments of 1 Million Ports Expected Through June biz.yahoo.com "Shipments of 1 Million Ports Expected Through June" That's modem "ports" not chipsets. Could be as few as 250K chipsets for 1 million ports. "TI expects the industry will ship a total of 8 million ADSL ports in 2000, with that number growing to 60 million in 2003." ADI has said they expect to ship 4 million ADSL chipsets this year. So guess that means ADI will have half of the ADSL market in 2000. Not too bad. TI Expects Big Modem Chip Growth dailynews.yahoo.com "Texas Instruments said shipments of asymmetric digital subscriber line (ADSL) modem ports jumped five-fold from 60,000 in the last quarter of 1999 to 300,000 in the first three months of this year." Again, ports not chips. And this is funny... "TI only began selling the ADSL chips in the second half of 1999." TI says demand up fivefold for ADSL chips biz.yahoo.com "While reporting strong sales gains, analysts said Texas Instruments still trails industry leader Alcatel of France; Norwood, Mass.-based Analog Devices Inc (NYSE:ADI - news).; and others in the ADSL market." Pretty easy conclusion....TI is still way behind ADI and Alcatel in the ADSL chip market.

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