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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (427)	1/21/1998 3:01:00 PM
From: jgideon	Read Replies (2) of 118717

Did you notice AWRE? Aware is a maker of ADSL technology for up to 8 Mb/s download speeds from the internet. They have a patent on discrete multi-tone technology (DMT) which they have licensed to some others. AWRE jumped 3-4 points in the last two days over an unsubstantiated report that MSFT, INTC, CPQ, GTE, & 4 of 5 baby bells will use DMT ADSL in their new modem efforts. Products expected next xmas. The kicker is that the report came from the NY Times, not just another rumor. Announcement expected next week. nytimes.com You have to be registered (free) to get the above link to work. I have been following AWRE as a possible ADSL play. ADSL has always been the technology of next year, not quite ready this year. Perhaps 1998 is it? You have got to be impressed with the company this tiny company is getting. One cannot help but think "buyout" considering the spare cash in this consortium. Amati was scooped up earlier this year. Haven't taken any position yet. Seems like the response is good and staying strong. Will there be a pullback from this 35% jump? That's the question. I'm going to look at the AWRE thread for clues. jg

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