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

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

AWRE 2.060

-4.6%

Dec 8 3:59 PM EST

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To: Melissa McAuliffe who wrote (3845)	6/17/1998 3:31:00 PM
From: Andreas Helke	Read Replies (1) of 9236

Most of the network and telecom equipment companies are working in one way or another on DSL. I think most of the early development was done by Amati which is now a subsidiary of Texas Instruments and GlobeSpan which was spun off from AT&T. Companies that are doing basic technology development and chip sets for ADSL are ADI/AWRE Amati/MOT Amati/TXN PAIR ORCTF ALA and quite a few others that I forgot to mention or don't even know. ALA - the french telecom equipment giant Alcatel Alsthom is probably the most powerful competitor. Different technologies with similar applications come from Paradyne and Northern Telecom. And then there are cable modems wireless broadband and future satellite systems. From a investor stand point I find Aware pretty expensive and have just 100 shares left when I sold the majority of my shares on bad news quite some time ago. Westell is relatively cheap but perhaps deserves that low price. Orckit is the only one where I increased my position several weeks ago and the only one trading near its highs. Andreas And here comes a somewhat comprehensive list form adsl.com ADSL Semiconductor Companies Advanced Hardware Architectures Advanced Micro Devices Alcatel Telecom Analog Devices Broadcom Corporation Burr-Brown Corporation Elantec GlobeSpan Technologies Harris Semiconductor Hi/fn Integrated Device Technology Integrated Telecom Express, Inc. Intel Metalink Motorola Semiconductor NEC Australia NEC Electronics Orckit Communications PairGain Technologies Rockwell Semiconductor Systems SGS-Thomson Microelectronics Texas Instruments Virata Ltd. Web Silicon ADSL Modem Suppliers 3Com ADC Telecommunications AG Communication Systems Alcatel Telecom Amati Ariel Aware Cabletron Systems Cayman Systems Commonwealth Telephone Enterprises Compaq Computer DSL Networks Digital Link Corporation ECI Telecom EPL Ltd. Efficient Networks Ericsson Escalate Networks GVC Corporation Global Village Communication GlobaLoop Ltd. Intel Interphase Interspeed NEC Australia NetSpeed Orckit Communications PairGain Technologies Paradyne Pulsecom RNS SBC Technology Resources SpellCaster Telecommunications Starnet Technologies, Inc. Tainet Communication System Telrad Telecommunications Teltrend Virata Ltd. WaiLAN Communications, Inc. Westell Inc. Westell INternational XAVI Technologies Corporation ADSL Access Network Suppliers 3Com 3M AG Communication Systems Alcatel Telecom Amati Ameritech Aptis Communications Ariel Atlas Communication Engines, Inc. BOSCH Telecom GmbH BellSouth Telecommunications Cayman Systems Cellware GmbH Commonwealth Telephone Enterprises Compaq Computer DSC Communications DAGAZ Technologies Diamond Lane Communications Digital Link Corporation ECI Telecom EPL Ltd. Efficient Networks Ericsson Escalate Networks GlobaLoop Ltd. Integrated Network Systems Interphase Interspeed Kalman Saffran Associates, Inc. NEC Australia Newbridge Networks Corporation Orckit Communications PairGain Technologies Promatory Communications Promptus Communications Pulsecom SBC Technology Resources Siemens AG Starnet Technologies, Inc. Tainet Communication System Telrad Communications Teltrend Virata Ltd. WaiLAN Communications, Inc. Westell Inc. Westell INternational XAVI Technologies Corporation

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