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

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

AWRE 2.200

+2.3%

Nov 26 3:50 PM EST

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To: Mason Barge who wrote (2140)	11/16/1997 1:09:00 PM
From: Steve Morytko	Read Replies (1) of 9236

There are a lot of cheapskates like me out here who are not going to want to buy a new PC just to get access to ADSL. It would kind of limit their sales potential too if they only sold USB solutions. There is a HUGE installed base of non-USB systems. Read on ... The article has some merit suggesting that end user installation may not be simple but it made some rather incorrect assumptions like: ADSL isn't popular yet because it's hard for the end user to install? USB is widely available? I think most of us know better. I did some poking around on Intel's site and found the following passage in an article on USB: "Another feature that keeps down the cost is USBs 12-Mbit/sec. datarate -- a moderate rate that nevertheless accommodates nearly all eripheral devices. Rather than serve high-speed peripherals like video displays, local area networks and external disk drives, USB focuses solely on high-volume peripherals having slow- and medium-data rates. In this range, it offers ample throughput for applications involving computer telephony, digital audio, imaging and other input/output such as joysticks, gamepads, keyboards and mice." Seems to contradict Intel's own goals for USB. A USB solution may be one among several options but I think it will be a limiting one. Also consider the following random thoughts: - Intel sells USB chips too so they'd be obliged to be receptive to anything that would promote USB. - Intel sells Ethernet adapters and this might cut into sales. - Intel has made noise that they may include EN on the motherboard. - An Ethernet solution lends itself to the idea of a home "network". A USB solution would connect only 1 system to the ADSL link. I'm not sure that alternative EN/ATM solutions encourage multi-host connect but they certainly wouldn't limit it architecturally. I'm expecting homes to contain multiple communication devices that may all connect thru the xDSL equipment. - Has ALA had any success licensing their solution to likely modem (retail) manufacturers or do they manufacture modems? - Doesn't Aware have 3COM in it's camp? Feel free to correct/comment.

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