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Technology Stocks : Westell WSTL
WSTL 5.410-2.5%Nov 19 3:59 PM EST
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To: Trey McAtee who wrote (9310)2/5/1998 6:08:00 PM
From: Norman Klein  Read Replies (1) of 21342
 
<<everyone is licensing from everyone else, so there arent any
players that have an absolute lock on the technology.>>

I think that the bigger point for Aware is that they have a lock on the ADI chipset. If you want to use the ADI chipset, then you must also use the Aware software. I don't see this relationship breaking down, since it benefits both of the players.

This is why I strongly prefer owning Aware stock to Westell. Westell doesn't have a unique binding relationship with anyone. The only one that TI needed was AMTX, so they bought them.
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