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: Bobo who wrote (7243)	11/18/1999 11:45:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 9236

>>> Have you been able to dig anything up Scrapps?<<< Nothing solid. One thing to watch is the deal Intel and ADI had announced before Intel licensed with AWRE. Here is one link about it.... eetimes.com Another thought is related to the Cisco - Intel deal, but I'm not at all clear how that would apply to AWRE. One of the things which has been mentioned to me is G.Lite. G.Lite is a fast means to get customers for CLECs like RTHM, COVD, & NPNT. Now with line sharing opened up there will be a race to out pace the normally sluggish TELCOs at getting customers in the consumer portion of the broadband market. It's known if you get customers they tend to stay with you, so the CLECs will move as fast as they can with G.Lite. Then worry about Full Rate later. SO...Intel is following the old adage..."How many cheap chips can a cheap chip shipper ship?" I say cheap because G.Lite chip are less expensive than multi-rate chipsets. Keep in mind all is conjecture at this point. At this moment the ADI DSP deal is the way I'm leaning.