AWARE Message Board - Msg: 14658900

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Technology Stocks : AWARE

AWRE 2.030

-1.0%

Dec 24 12:59 PM EST

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To: Scrapps who wrote (1293)	10/25/2000 3:07:33 PM
From: Elroy	Read Replies (2) of 2404

What do you make of the ITXI announcement? Listened to their conference call, and they get the majority of their revenue from Asian customers (Korea especially). They said they sell mainly to Asian "board manufacturers" who then sell something (I assume the boards which go inside DSL CPE equipment??) to....I don't know. I wonder who these "board manufacturers sell to? I guess ITXI is like a GSPN that sells into the Asian DSL CPE market, although I have no idea who the non-U.S. players are in the Asian DSL CPE market. Isn't EFNT big in Korea? And isn't EFNT using ADI (exclusively??). Something to put on the radar. They are forecasting 25% sequential growth for the forseeable future (not too hard to imagine since they just did 67% sequential growth). Elroy

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