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

To: TedTurner who wrote (6945)	9/21/1999 9:53:00 AM
From: Bobo	Read Replies (1) \| Respond to of 9236

Bobo, were you present at NetWorld? Yes <The Stinger does not use any Aware IP but Nokia leaving ADI/AWRE? That is not what I hear at all, you need to provide more info than that. > That info comes from two independent sources at Nokia. The sounded pretty definite in that the change is this month. <Also, ST Micro is a licensee of Aware and from what I understand they are moving away from Alcatel because they will produce their own chips but they need Aware's G.Lite IP.> I am a bit confused about this but my understanding (again from Nokia) is that the ST silicon going into the Diamond Lane product is an Alcatel license. I will check into further. <Covad and Globespan? Covad uses ADI/Aware DMT chips from Nokia/Diamond Lane, not Globespan.> Covad deploys about 60% SDSL as I understand it. This has not implication for any ADSL player and only benefits Conexant. I also understand that they deploy more IDSL and CAP-based ADSL than DMT. <Did you hear anything from Cisco at the show? Their new NetSpeed products are all based on ADI/Aware DMT chips, I believe they are using the new AD20msp930 chip. > Cisco did not have a box at N+I. I am working on this. You might want to read some of the comments from Vic Jayasimha of ADI here. dslprime.com <As I have heard serveral people say, ADI and Alcatel are actually shipping multimode chips, while others are only shipping press releases. > Probably true.