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Technology Stocks : How high will Microsoft fly?
MSFT 478.29-1.8%3:59 PM EST

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To: Detail-MD who wrote (20151)4/9/1999 1:54:00 PM
From: Teflon  Read Replies (1) of 74651
 
I would jump on AWRE with both hands. From what I can tell, they have a lock on the GLite DSL technology and will develop a revenue model based on royalty payments received as the technology is deployed. The recent announcement with Siemens is very promising as well.

I may add some to my portfolio today on the pull back.

AWRE's business model is somewhat similar to what QCOM is doing with CDMA. I am actually about to engage the G&K thread on AWRE. I think they could be a King (mabe a Gorilla) in the making.

Teflon
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