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

To: Scrapps who wrote (6723)	7/15/1999 12:18:00 PM
From: Elroy	Read Replies (3) \| Respond to of 9236

As part of Intel's broadband strategy, Intel's Broadband Access Operation (BAO) has entered into a technology agreement with Cisco Systems, Inc. to develop, manufacture and market a line of PC-based Asymmetrical Digital Subscriber Line (ADSL) modems compatible with Cisco's Central Office DSL equipment. OK, who thinks they understand how this INTC/CSCO agreement affects AWRE? It seems negative to me. I know that CSCO is an AWRE licensee, but why didn't INTC liscense technology directly from AWRE ala NEC, SIEMENS, LU, STM, ADI, etc.? I've never heard AWRE say that they've received any revenue from CSCO, although CSCO is one of the big providers of DSL equipment to CLECs and ISPs. And CSCO bought at least 2 DSL companies over the past years, so perhaps CSCO has its own DSL g.lite technology and has gotten xDSL product out the door without paying AWRE any fees? Unless someone has better info, this agreement indicates to me that INTC is going to develop and ship g.lite modems without paying any $ to AWRE. That's no good. On the positive side, INTC's support for xDSL in general will be good, since LU, ADI, SIEMENS, COMS, NEC, etc., will certainly get a huge share of the market. I just would rather have seen INTC lisensing from AWRE rather than licensing from CSCO. Elroy

To: Scrapps who wrote (6723)	7/15/1999 2:24:00 PM
From: Jess Beltz	Read Replies (1) \| Respond to of 9236

It is obvious that the holy grail of amateur investing is to land a couple of rapidly growing tech stars that end up being added to indexes. When that happens, the stock becomes available to a lot of fund investors (who are often forced by industry standards to stick to stocks that are members of the prominent indexes), and their new added buying pressure turns the stock into a rocket. Not withstanding that the technology is a good one with fantastic potential, and the nearest true technology competitor's (AtHome) stock is undergoing serious trouble at the moment, this index news is the best thing that could happen to this stock. The ride could be just beginning. jess