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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.300+3.8%Nov 6 3:57 PM EST

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To: flickerful who wrote (2717)2/14/1998 10:49:00 PM
From: Jess Beltz  Read Replies (1) of 9236
 
<<offtopic>>

randy,

i have read the article in question.
the play seems to be in the firms that have the technology
to develop the internet's transmission speed
(ie the infrastructure's infrastructure)
with the problem being standards and implementation
so..... who is that company?
(the bank containing the monopoly money)
Possibly somebody like Cienna?
It seems that fiber will in the end carry the main load!
A combo of fiber with the right routers (the telophony question)
I dream of a conglomerate of, say,
Cienna/Cisco/Netspeak (Lucent/Ascend maybe)

jess.
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