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


To: Greek Trader who wrote (7096)10/22/1999 11:37:00 AM
From: Captain James T. Kirk  Read Replies (1) | Respond to of 9236
 
This company is going to get bought, just like ASND. You can bet it won't be for less than $80. a share. Year 2000 is when it will all unfold. Expect a run to 50 buy Xmas.



To: Greek Trader who wrote (7096)10/22/1999 12:01:00 PM
From: Scrapps  Respond to of 9236
 
Greek Trader. Intel has signed a license deal for both G.Lite ADSL and Full Rate ADSL with Aware. G.Lite is what the Consumer/Mass Market will be using. Equipment makers have the ability to make their products software upgradeable by simple download. What Intel will do exactly we don't know, it's possible we'll get some insight into that on Monday. Both companies have announcements scheduled.

As for Globespan the word I'm getting is they are having trouble with their DMT. Lucent is the Fab for Globespan and has their own deal with Aware and produce product in competition with Globespan.

It's said that Cisco is using ADI products in many applications, as we know ADI uses Aware's Technology. Intel has a DSP joint development deal with ADI and a networking deal with Cisco. When the DSP from ADI/INTC will be ready we may soon find out.

TI bought Amati, but also has licensed with Aware.

Intel and Alcatel will be competing in the same markets with their future products...so I'd think Intel doesn't care to use them.