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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.170-2.3%Nov 19 3:54 PM EST

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To: Norman Klein who wrote (2279)12/29/1997 8:23:00 PM
From: pat mudge  Read Replies (1) of 9236
 
[DSL Lite]

<<<Hopefully, this is the start of the ADSL marketing blitz, which will culminate with the February announcements by Intel and Microsoft.>>>

Norman ---

Excellent article. I hadn't seen it. Yes, the DSL Lite skuttle-butt seems to be true. I know the standards committee is looking at it seriously and I know TXN-AMTX has something up its collective sleeve.

Whoever said the small guys would be eaten by the giants is probably right. I wouldn't expect Aware to last long alone, either. Though I don't have anything substantial to base that on --- just looking at the industry in general.

As for the February anncs by Intel and Microsoft, I'd be tempted to add TXN to that list, too. I know they wanted a December launch for their C6X, and so maybe they'll time it to the DSL coming-out parties. Again, no one's said this --- I'm just extrapolating from what I've heard from several sources.

Regards,

Pat
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