Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elroy who wrote (6730)	7/15/1999 12:25:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 9236

Some history of Aware and Cisco (1997): aware.com Aware Signs Agreement with Cisco Systems for the Development of DMT ADSL Products BEDFORD, Mass., October 2, 1997 — Aware, Inc. (NASDAQ: AWRE), a leading developer of ADSL broadband products designed to increase the speed of data communications over existing copper telephone networks, announced today that it has signed an agreement with Cisco Systems for the development of DMT ADSL products. "This agreement is an important milestone in our strategy to work with leading telecommunications and data communication equipment manufacturers who we expect will drive the deployment of higher bandwidth telecommunications networks worldwide," noted Jim Bender, president and chief executive officer of Aware." About Aware Headquartered in Bedford, Massachusetts, Aware, Inc. is a leader in "last mile" technology. The company's products enable simultaneous voice and high-speed data transmissions over the existing telephone network. Aware develops and markets ADSL technology, software modules and modems for high-speed, interactive broadband network applications. About Cisco Cisco Systems, Inc. is the worldwide leader in networking for the Internet. Cisco products include routers, LAN and ATM switches, dial-up access servers and network management software. These products, integrated by the Cisco IOS software, link geographically dispersed LANs, WANs and IBM networks. Cisco Systems is headquartered in San Jose, California. Contact: Kristin Griffin Aware, Inc. (781) 276-4000 kgriffin@aware.com

To: Elroy who wrote (6730)	7/16/1999 2:31:00 AM
From: Scrapps	Read Replies (2) \| Respond to of 9236

INTEL, CISCO, ANALOG DEVICES AND AWARE SPONSOR TECHNOLOGY DEMONSTRATIONS OF SPLITTERLESS-DMT TECHNOLOGY AT SUPERCOMM Demonstrations Include High-speed, Internet Access Consumer Applications --------------------------------------------------------------------------------Me thinks this is from 98 Elroy, but I thought you should know where my fantasy came from. <gg> ------------------------------------------------------ WHAT: Intel Architecture Labs, Cisco Systems, Analog Devices and Aware are sponsoring technology demonstrations of DSL high-speed, Internet-access applications for consumers using splitterless, Discrete Multitone (DMT) chip technology. The applications include Living Room Internet Access, Den Video Conferencing and Exercycle Web Surfing. The splitterless DMT-lite technology is based on the direction of the Universal ADSL Working Group (UAWG). The UAWGís purpose is to submit a proposal for standards adoption by the International Telecommunications Union (ITU) for driving mass-market DSL consumer applications. WHERE: Intel SuperComm "Super Neighborhood" Booth #1 Georgia World Congress Center Atlanta Additional information available at Cisco Systems (Booth #4939), Analog Devices (Booth #605), and Aware (Booth #9153). WHEN: Tuesday, June 9, 9 a.m. - 6 p.m. Wednesday, June 10, 9 a.m. - 5 p.m. Thursday, June 11, 9 a.m. - 2 p.m. Cisco Systems Cisco Systems, Inc. (NASDAQ: CSCO) is the worldwide leader in networking for the Internet. News and information are available at cisco.com. For more information visit Cisco PR Contacts ### Cisco and Cisco Systems are registered trademarks of Cisco Systems, Inc. in the U.S. and certain other countries. -------------------------------------------------------------------------------- All contents copyright © 1992--1999 Cisco Systems Inc. Important notices. cisco.com

To: Elroy who wrote (6730)	7/16/1999 3:47:00 AM
From: Amy J	Read Replies (1) \| Respond to of 9236

Elroy, You bring up some excellent questions. Important issues for any Aware investor. Possibly the thread can work together to figure this out. RE: "I know that CSCO is an AWRE licensee... I've never heard AWRE say that they've received any revenue from CSCO" Has anyone phoned investor relations? What are the terms of the contract? Is there an escape clause? What is the duration of the contract? What is the revenue amount? RE: "why didn't INTC liscense technology directly from AWRE" Intel could be getting it indirectly. Getting a technology indirectly might imply a) a less permanent relationship, or b) a preference to simplify the deal down to one vendor (letting the vendor manage the other vendor), or c) other. RE: "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?" Interesting question. RE: "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." Not necessarily. It could mean Intel is paying Cisco (under Intel/Cisco contract) and in turn, Cisco then pays Aware (under Cisco/Aware contract.) If Intel were using Aware's technology (even if indirectly), wouldn't Aware's marketing department issue a press release announcing Intel's validation of Aware's technology? And if Aware benefits from the Cisco/Intel relationship, wouldn't Aware make an announcement? Since Aware's marketing department appears to have made no announcement on the Intel/Cisco deal, could this imply something? Regards, Amy J