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

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

AWRE 2.495

+9.0%

Nov 7 9:30 AM EST

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To: David Lawrence who wrote (3168)	4/2/1998 11:30:00 AM
From: dougjn	Read Replies (1) of 9236

True, Awre is not so big that pooling would be essential. Just somewhat beneficial. If they wanted and someone else were bidding, they could decide to top. One of the big problems with developing ADSL quickly has been the foot dragging on the part of most of the RBOC's. They have limited interest in a technology that may not add much to their revenue base from home consumers (who if key Net users have lots of incentive to have a second line already), and which, more importantly might eat into some of their lucrative T-1 business line revenue. Also, if anything, the splitterless technology of Aware might reduce the need for a second line. Voice co-exists with data. And the big stumbling block is that xDSL solutions, unlike analog modem solutions, require some last mile telco participation. Cause the last mile has to be changed to digital at the first teleco upstream switch. So ISP's can't just charge off and do it themselves. Except perhaps using some of the law in the 96 telecom act. But the RBOC's have proven to be masters of obstructionism re: that law so far. Before too long this will get to be an issue that some of the more tehcnology forward in Wash DC may start to address. But we doen't really seem to be there yet. And it isn't absolutely clear the RBOC's are hell bent on obstrucitonsm. They certainly would be in the catbird seat to get incremental ISP revenue in an xDSL world. But they sure haven't been burning down barns with their speed to get there. Doug (Re Sept-Oct on pooling; you could be right. Could be Oct. Its around there, I recall.)

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