<..I think you are right with the buying opportunity on AFCI..>
Clam Clam's comments seemed to explain some of the concerns (I'm going to get and read the SollySB Teledata report tomorrow) with AFCI, but it seems prudent to be cautious at this point.
<..and many other stocks in the market...>
You've likely seen some of my other stock interests, and you might also check out AASI and TIII.
<..Aware is one of the xDSL's that I have not looked at or gotten very comfortable with...>
As you know, I am currently cautious on ALL pure ADSL plays, and I would definitely be cautious on AWRE. They will likely announce their splitterless tech tomorrow. And their DWMT may become associated with HFC, and someone might eventually want to buy their IP/engineering. Even Noel's upgrade (to "trading" buy) cautions that it'll probably be a year before the general ADSL party even starts.
<..I know some people on other threads have bashed them because they were non compliant with their DMT product....>
I think, for good or bad, the RBOCs (and others like MSFT,INTC and CPQ) want a market standard, and it may well (eventually) be DMT. DWMT isn't exactly DMT, and unless they can find a non-violating instantiation of Amati's patented tone-swapping algorithms in time, they won't be compliant. To the extent that ADI has licenced tone-swapping, and uses AWRE for their further IP capabilities, the CHIP seller is compliant.
Telecom is DEFINITELY an exciting field to be in (and benefit from) at this time.
Regards-
Steve |
