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Technology Stocks : ADSL (G-Lite) for dummies - AWRE,PAIR,ORCT,ASND,COMS,NN

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To: Scrapps who wrote (183)5/23/1999 5:10:00 PM
From: Jon K.   of 201
 
Mr. Scrapps, AWRE's licensing agreement with NEC is certainly a good news. As DSL becomes more popular, guess we will hear more AWRE news.
Do you have AWRE's earning model? I haven't been following that close lately. What is your projection for the year end AWRE stock price?

I am somewhat disappointed that implementing of DSL is much slower than cable. I still believe DSL will win over cable in the long run but I am concerned that DSL is not moving ahead fast enough.

I think Singapore is the DSL model case. I guess U.S. is too big to change anything fast. I hope to see a major DSL roll out in second half of this year.3

Regards,

Jon
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