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

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

AWRE 2.115

+0.2%

Nov 21 9:30 AM EST

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To: Elroy who wrote (2473)	1/23/1998 6:57:00 AM
From: Steve Morytko	Read Replies (1) of 9236

Elroy, isn't software/hardware development/engineering AWRE's strength? Why can't they make a very good living off of that? You shouldn't have much trouble finding some very successful companies that don't do hardware/manufacturing. One of their strengths would seem to be that they are a small independent company that is not a threat in the marketplace to their customers. I've been very impressed with AWRE/Jim Bender's ability to sign up many major vendors that compete with each other. Perhaps they all recognize good technology or realize they can't possibly produce it themselves (xDSL engineering expertise would seem to be hard to come by) anytime soon - better to take the path of least resistance. I wonder how willing LU/ASND/CSCO/... would be licensing code from COMS? Consider the 56Kb modem fiasco where we still don't have a standard between the X2 and K56-Flex camps. As I recall 3COM is involved <G>. We all lost - 3COM and many others too. However, it may have actually helped push xDSL - thank you very much. If xDSL is going to go forward we need cooperation. I think most of the players realize this after seeing the aforementioned problem. The pc/networking industry needs xDSL to take off to fuel future growth - it will help a lot more than the xDSL players too. Aren't margins are always higher in the latest and greatest vs. the older commodity products? If there is a lot of money at stake they'll find a way to get xDSL going. So, next week what I hope most to see is a spirit of cooperation among the players - from chipset manufacturers, CO and end-user equipment makers, CLEC's/ISP's/RBOC's, to software developers. There are bound to be some complainers - the ones farther behind their competition. As has been stated here before, there should be plenty of business for everyone. These are exciting times for AWRE and the rest of the communications industry.

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