Scrapps, Flickerful: where can I get my decoder ring so I can understand your recent correspondence? <G>
Aware's been such an exciting stock lately huh? The noise from all the press releases is deafening. You must remember all those forthcoming announcements. Looks like a serious loss of momentum in the xDSL arena.
Any opinions about Paradyne's MVL system and the likelihood that it will be serious competition?
Also, I'd like to know more details about Aware's modem manufacturing capabilities. It would appear to me that they don't have much (if any) capacity (see below). Nor have I heard they are outsourcing production. Any speculation about what their plans are?
From the latest available 10Q ...
. SEPTEMBER 30, DECEMBER 31,
. 1997 1996
------------- ------------
Raw materials..................... $136,217 $408,643
Work-in-process................... 70,000 38,891
Finished goods.................... -- --
Total................................ $206,217 $447,534
(no, that's NOT in millions $$)
====> also from the same 10Q ...
Manufacturing
The Company has limited experience in manufacturing or in supervising the manufacture of its products, including its ADSL modems, modules, and development systems. There can be no assurance that the Company will not encounter significant difficulties in manufacturing or controlling the quality of its products, or that its products will be reliable in the field. |
