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

AWRE 2.170

+1.4%

10:33 AM EST

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To: TREND1 who wrote (6319)	5/17/1999 9:32:00 AM
From: Michael F. Donadio	Read Replies (2) of 9236

Hi Larry, G.Lite is not the only way, it is the expedient way. They don't want to send a line man to each house to install a splitter. One of the major setbacks in investing in ADSL is that the telcos have been very slow in rolling out ADSL. (George Gilder says that unlike CPU's that operate by Moore's law, the telcos have operated under Moron's Law). Now it is finally hitting them that it is actually their only hope of survival against the AT&T cable onslaught. This is finally motivating the telco's. I believe we are about to see a blitzkreig of ADSL deployments. It's do or die for Baby Bells and perhaps ADSL. I like TXN/Amati DSP solution because it is programmable in the field. Once deployed it can be upgraded if standards change. They are working with Siemens on a solution that is both G.lite, and that can be upgraded to full ADSL. This was announced last month. This is attractive for telcos. The only problem with the TI/Amati solution has been that the dsp chip consumed too much power. This however, seems to be improving with their latest dsp incarnation -- I hope. As an ADSL investment, however, TXN is not a pure ADSL play, they have many irons in the fire. Aware is seeing a lot of activity in G.lite because it was partly their baby and right now it seems like the fastest way for deployment. If you want to get into g.lite you need to buy it from somewhere because the algorithm is complex. Aware is that company. Amati is owned now by TI so TI keeps Amati's solutions for themselves. I personally like Wstl which is still at a better price point than AWRE and has a special relationship with TI/Amati on chip availability and pricing. They've been floundering because ADSL hasn't really taken off. I think this is about to change. All the best, Michael

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