AWARE Message Board - Msg: 14625664

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Technology Stocks : AWARE

AWRE 2.010

-1.0%

Dec 26 9:30 AM EST

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To: Perry P. who wrote (1250)	10/20/2000 10:49:42 AM
From: Bobo	Read Replies (1) of 2404

No problem Perry. But let me give you some really useful info... ADI is losing market share to GSPN and CTLM. It will become increasingly apparent as the market slows a bit from its ultra-heady growth. ADI and Aware are in denial on this point. I would look for the following specific data points. 1) Cisco will be all GSPN by March on their new line cards. Legacy line cards will still give ADI business but a diminishing part of the business. I expect by the eof Q1, ADI's business will begin to shrink at Cisco. 2) GSPN will be shipping into the Hyundai and Samsung DSLAM sockets in the next few months (65% probability), first sharing the business with ADI and then we will see. Once again, I have no natural bias against ADI and AWRE, I just have a pretty good vantage point in the industry. Good Luck.

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