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Technology Stocks : Virata Corporation (VRTA)
VRTA 2.5200.0%Jul 7 5:00 PM EST

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To: fedhead who wrote (86)8/16/2000 2:18:45 PM
From: Perry P.  Read Replies (1) of 195
 
Whats up with VRTA today ?

Stephens, Inc. issued a report today on Aware and ADI. It is at the following link:

stephens.com

You have to sign up for it, but it is free. If that doesn't work, go to:

www.stephens.com

Basically, he states that ADI (Which uses Aware technology) and Alcatel are the only 2 companies producing many ADSL chipsets. He states that Virata and Globespan are only making a small headway and that Virata's Boron and Beryllilium have yet to materialize substantial sales. I don't know if this has anything to do with Virata's stock action today, but it doesn't help. Also, ADI in their conference call mentioned No one other than ADI and Alcatel are producing many DSL chipsets. Sorry for the news, you know how the competition likes to jab at each other sometimes. I am sure it is just marketing strategies, etc. Please don't shoot the messenger.

Perry P.
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