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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.200+2.3%Nov 26 3:50 PM EST

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To: David Lawrence who wrote (3485)5/2/1998 9:29:00 PM
From: Ryan Bartholomew   of 9236
 
Thanks for the responses to my earlier question. I would like to ask a related question now: What do you feel is the PUREST XDSL PLAY? In other words, if XDSL takes off and becomes a dominant technology, what company(s) will stand to profit the most? A diversified company that is involved in XDSL but also in a lot of other technologies would not likely be the answer to my question...I am looking for a company that will be severely hurt if XDSL never becomes popular, but that will rocket for sure if it does. I would also like the company(s) to be in a such a position that they have little risk of being left behind the competition...a firm that will reap the rewards of XDSL regardless of what their peers do (within reason of course.) Thanks again in advance. -Ryan
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