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Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Lee who wrote (6711)	7/12/1999 2:24:00 PM
From: Scrapps	Respond to of 9236

Dell'Oro Launches New Research Segments Research for DSL and Cable Modem Markets are Now Available Both Markets Show Growth in 1Q99 PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--July 12, 1999--Dell'Oro Group has launched two new programs tracking the sales of equipment used to connect subscribers to the Internet or Corporate Network using Cable Modem and DSL technology. According to the 1Q99 reports, the Cable Modem market revenue (both Headend equipment and Client Modems) grew 14% during 1Q99 and the DSL market grew 51%. The Cable Modem market is a classic ''pull'' market, where end user demand bolsters market sales. During 1998, 38 client modems shipped for every receive port shipped on a Headend device. During 1999 we expect that ratio to drop to 26, as Cable Modem service providers catch up with end user demand by installing more receive ports to increase the quality of service. The DSL market is a classic ''push'' market, where vendors try to create end user demand. Service providers are deploying DSLAMs in central office widely and rapidly. During 1999, we expect DSL market sales to increase four-fold. Sales of DSLAM equipment are projected to continue to outpace sales of customer premises DSL modems by a factor of 2 to 1. Both reports reflect revenue, unit/port shipments, and pricing on a vendor-by-vendor basis. The Dell'Oro Group is a research and consulting firm specializing in business planning and strategic competitive analysis in the networking industry. biz.yahoo.com

To: Paul Lee who wrote (6711)	7/13/1999 4:31:00 PM
From: Scrapps	Respond to of 9236

Anyone see any of these demo at the show?........... Aware's DSL technology will be featured by numerous exhibitors at the Georgia World Congress Center in Atlanta, including AWARE INC. – Booth # 8447 3COM – Booth # 3807 ANALOG DEVICES INC. – Booth # 759 ADVANCED FIBRE COMMUNICATIONS – Booth # 2625 CISCO SYSTEMS – Booth # 7438, 7467 COMPAQ – Booth # 1425 EFFICIENT NETWORKS INC. – Booth # 7477 ERICSSON INC. – Booth # 2841 INFINEON TECHNOLOGIES CORPORATION – Booth #7760 LUCENT TECHNOLOGIES – Booth # 8271, 8039, 8269, 7827 NEWBRIDGE NETWORKS INC. – Booth # 7715 NOKIA – Booth # 4719 NORTEL NETWORKS – Booth # 5309, 4065 PROMATORY COMMUNICATIONS INC – Booth # 8657 PULSECOM – Booth # 5647 SIEMENS – Booth # 4707 UAWG INTEROPERABILITY SHOWCASE Hadn't heard any first hand reports.