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

To: Tim McCormick who wrote (6960)	9/27/1999 8:43:00 AM
From: Paul Lee	Read Replies (1) \| Respond to of 9236

Centillium and FlowPoint Demonstrate Interoperability of ADSL G.lite Products; Centillium CopperLite Chipset Interoperates with FlowPoint/Cabletron SSR255 Router FREMONT, Calif.--(BUSINESS WIRE)--Sept. 27, 1999--Centillium Communications, Inc. and FlowPoint Corporation, a wholly owned subsidiary of Cabletron Systems (NYSE:CS), today announced that they have achieved end-to-end interoperability between their Asymmetric Digital Subscriber Line (ADSL) G.lite (G.992.2) products. The interoperability tests were conducted at the InterOperability Lab, located on the campus of the University of New Hampshire, where Centillium and FlowPoint are both members of the multi-vendor ADSL Consortium. The test bed included the FlowPoint/Cabletron SmartSwitch Router (SSR255) router and Digital Subscriber Line Access Multiplexer (DSLAM) line cards based on Centillium's CopperLite CO chipsets. End-to-end interoperability was confirmed with Web browsing at speeds of up to 1536kbps downstream and 512kbps upstream over Plain Old Telephone Service (POTS) lines. "We are very pleased to announce end-to-end interoperability with the FlowPoint/Cabletron SmartSwitch Router, one of the most popular customer premises equipment solutions for small businesses, telecommuters, and home offices," said Faraj Aalaei, co-founder and vice president of marketing for Centillium. "Centillium's CopperLite chipset is being widely adopted by market leading central office equipment makers," said Chuck Waggoner, president of FlowPoint. "By achieving successful interoperability with Centillium, the FlowPoint/Cabletron SmartSwitch Router can now be confidently deployed by G.lite Network Service Providers using CopperLite-based DSLAM line cards."

To: Tim McCormick who wrote (6960)	9/27/1999 9:38:00 AM
From: Bobo	Read Replies (2) \| Respond to of 9236

Tim, I guess we share the same notes regarding AWRE. I think there are several market misperceptions as to AWRE's technology. 1) As I mentioned in a previous post, major CLEC's such as Covad and Northpoint have deployed little-to-no DMT ADSL. If you go to either one of their websites, you will find no DMT premise equipment -- only SDSL and CAP-based ADSL. I assume that Rythyms is using CAP or DSL since they are using Paradyne equipment. 2) With respect to major NA ILEC action, there were 150k DSL lines deployed at the end of 2Q99. Of these, over 70k appear to be US West CAP-based DSL. The balance are likely Alcatel-based DMT lines. 3) Aware needs an extradinory number of DSL lines and market share to legitimize their business. I won't go into details regarding the calculations but even the most rosy DSL forecasts for 2003 seems to stretch the current valuation of Aware. One other followup question to your response... Are you implying that 1) the floor on Aware's CO royalty is 5% and 2) that Aware only gets $.50/ modem for Lucent-like deals? Thanks, Bobo

To: Tim McCormick who wrote (6960)	9/30/1999 1:44:00 AM
From: Scrapps	Read Replies (2) \| Respond to of 9236

Am I missing something here?... Wall Street Strategies Picks Winners in Tough Market NEW YORK--(BUSINESS WIRE)--Sept. 29, 1999--Wall Street Strategies (OTC BB:WSST - news) Wednesday announced that several of its recent First Alert picks have resulted in substantial gains. Recent gainers include CNET, Aware (AWRE), Commerce One (CMRC), PurdchasePro (PPRO), Extreme Networks (EXTR), NSDC, Network Solutions (NSOL), Gadzoox (ZOOX), Exodus (EXDS), Phone.com (PHCM), THQ Inc. (THQI), Vignette (VIGN), RealNetworks (RNWK), Braun (BRNC), Copper Mtn. (CMTN), and EBAY. Wall Street Strategies (WSST) has been successfully providing equity advice since 1990 to money managers, brokers and individual investors. With over 5,000 subscribers from more than 250 brokerage firms Wall Street Strategies proprietary financial intelligence is highly regarded and frequently quoted on Wall Street Journal, Worth, Reuters (RTRSY), CNNFN, TheStreet.com (TSCM), and CBS Marketwatch (MKTW). A full report can be viewed by subscribing to Wall Street Strategies at www.ibchannel.com. Certain statements included in this news release constitute ''forward-looking statements'' within meaning of the Private Securities Litigation Reform Act of 1995. These statements are typically identified by their inclusion of phrases such as ''we anticipate,'' ''we expect'' and other phrases of similar meaning. Such forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Such factors include, among others: general economic and business conditions; competition; changes in business strategy or expansion plans; quality of management; availability, terms, and development of capital; fluctuating interest rates and other factors.