As has been stated by Aware in the past, royalties are paid when products ship.
Just to make this clear, AWRE recognizes royalty revenue one quarter AFTER AWRE liscensees ship product. In other words, in June Q results, AWRE's royalty line will be based on LU/ADI/COMS/SIEMENS, etc. products which shipped during Jan-Mar of this year.
Re: the AFCI announcement "Advanced Fibre Communications®, Inc. (AFC) (Nasdaq: AFCI - news) announced today the commercial deployment of its integrated ADSL solution with Valley Telephone Cooperative, a Texas
service provider covering 7,300 square miles in the lower Rio Grande Valley"
That's great, and AFCI liscenses AWRE's technology, but I doubt Valley Telephone Cooperative is very large relative to the big RBOCs. When RBOCs roll out xDSL (hopefully with LU chips) that's when AWRE's royalties will go through the roof.
re: PAIR announcement " PairGain® Technologies Inc. Tuesday announced that Advanced TelCom Group Inc. (ATG), a rapidly growing Competitive Local Exchange Carrier (CLEC), has standardized on PairGain's PG-FlexPlus(TM) platform for delivering quality voice and high-speed data services."
Not even sure if this is for G.Lite or what, but again ATG is not very large relative to other service providers.
Anyway, this week's decline is HALacious!
quote.yahoo.com
Ouch.
Elroy |
