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

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

AWRE 2.140

+1.2%

3:59 PM EST

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To: Jon K. who wrote (4735)	11/16/1998 12:46:00 AM
From: Matt Webster	Read Replies (2) of 9236

Interesting comments in response to my model, everyone. I guess China does have a lot of potential, but my impression is that the telecomm system in China is far from being ready for DSL. I have no real data to back this up, however. Of all the companies mentioned, i think Intel makes the best choice. The optimal solution is to have Intel adapt AWRE technology so that the CPU or part of the chipset takes care of the process. This allows Intel to take over the entire "terminal adapter" market in one swoop. If AWRE is really sitting on critical technology, then Intel is the best way to generate the kind of unit numbers needed to make money. Getting out of the equipment market could be brilliant, but only if AWRE finds a partner that will run with the technology. Side question: Is anyone making money on USB? That's the equivalent model. USB goes into Intel's chipset and all PC's ship with it. My guess, however, is that no one is making money on USB. This could be a major clue into AWRE's future. Matt

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