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

To: Scrapps who wrote (6734)	7/15/1999 7:06:00 PM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 9236

Hi Scrapps, Just saw the latest release on the Cisco/Intel venture. It sounds good for Aware since it says it will be using technology developed by Cisco. Since Cisco and Aware have a prior agreement I take that as good news for Aware. Though there is no specific mention of Aware, today's stock price seems to verify that Aware will benefit: dailynews.yahoo.com Intel To Sell Modems Using Cisco Technology By Dick Satran SAN FRANCISCO (Reuters) - Intel Corp. (Nasdaq:INTC - news) said Thursday it plans to start making high-speed computer modems using technology developed by Cisco Systems Inc. (Nasdaq:CSCO - news), aiming at a growing consumer market for faster Internet access. Intel said it will initially market the modems through Internet service providers, mostly telephone companies, but within a year it plans to sell Intel-branded machines on store shelves. That will mark one of the first times the company sells products directly to consumers instead of through computer makers, although its brand name has high recognition because of its long-running ''Intel Inside'' advertising. The world's largest chipmaker, Intel has been ramping up its moves into areas outside the PC as cut-rate pricing has cut into its core business, and the Internet's growth has created new opportunities for making communications hardware. Intel Network Communications Group general manager Mark Christensen said he sees high-speed modem sales becoming ''significant for Intel,'' but he would not say the number of units it plans to produce or sell. Intel cited Cahner's In-Stat Group estimates, though, showing rapid growth in consumer high-speed modems, from less than 50,000 this year to more than 2 million annually within four years. ''We're at the beginning of a huge growth curve,'' said Christensen in an interview. ''This is all part of our vision of a billion connected consumers, which is where computers are going in the next decade.'' In one of its first moves in that direction, Intel earlier this year launched AnyPoint, a home-based computer networking product. The new high-speed modems will complement the family of networking products, which will run better with higher-speed Internet lines running into the home. Intel said the time is right to enter the modem market because technology standards have been defined and a mass consumer market is emerging that can use its high-volume manufacturing operations. The modems it makes will be ''affordable to consumers,'' Christensen said, but would give no futher details. ''Initially, it will be the cell phone model,'' where Internet services sell the device at low cost with a service contract, he said. Later an independent price for retail products will be determined. Cisco, which is bigger at outsourcing than manufacturing and aims at the high-end office market, will generate license fees on its technology as Intel sells the modem Cisco developed for business users to home and small business consumers. Under the agreement, Intel will use Cisco's patents to ''develop, manufacture and market'' a full line of PC-based asymmetrical digital subscriber line, or DSL, modems based on Cisco's technology. ''Our collaboration on broadband access technology is a logical extension of this relationship,'' said David Gudmundson, vice president and general manager of the DSL and Systems Software Business Unit at Cisco. The DSL technology, which is high-speed Internet access delivered over copper telephone wires at speeds up to 25 times faster than existing services, has been slow to enter the consumer marketplace, where cable modem has been claiming a much larger share of hookups. Intel officials said the company may start selling cable modems as well. All the best, Mike

To: Scrapps who wrote (6734)	7/16/1999 12:30:00 AM
From: William Grilli	Read Replies (2) \| Respond to of 9236

This is from Aware's web site. Cisco is indeed mentioned here. It is hard to say however what percentage of the chips CSCO is purchasing are Adi's. But the list below does indicate which manufacturers have approved Adi's chips for their products. Awares full rate ADSL G.lite technology and software is incorporated in the ADmsp910 and ADmsp918 chipsets from Analog Devices Inc. (ADI). ADI's list of publicly announced chipset customers are some of the largest companies in the telecomunications and data communications industries including: ADC Advanced Fibre communications Ascend CISCO diamond lane efficiant networks erricsson newbridge networks philips pulsecom samsung sumitomo Now another thing to consider In april NEC announced they would integrate Aware's g-lite technology into their full rate upd98541 chipset. SO willCisco and all the other above names mentioned be purchasing this also? a true pin for pin compatable second source. either chip set the purchase its still AWRE's technology.