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

To: TedTurner who wrote (7392)	1/21/2000 11:58:00 AM
From: Paul Lee	Read Replies (1) \| Respond to of 9236

Jesse Soto, technology analyst for Highmark Mutual Funds highmark-funds.com, Below is the write-up. Another area Soto finds interesting from an investment standpoint is the play on broadband. As Internet demand becomes stronger in the home, he expects more users to access the Internet through cable modems and high speed access through traditional phone lines. "It will become a much more prevalent trend going foreword." One company he likes in that space is Aware (AWRE 32 3/4). He notes that Aware is like the Qualcomm of ADSL (Asynchronous Digital Subscriber Line) technology. "They own a lot of intellectual property governing G-Light standards and full-rate ADSL, technology that will become crucial to getting high speed access through traditional copper phone lines. It is still very early in the DSL adoption cycle, but so far the company has struck some very impressive relationships. The largest of which is with Analog Devices, who by the way is also the largest DSL chip manufacture in the world. Aware's relationship with Analog Devices is a huge competitive advantage, already they are winning business which should add substantial earnings to Aware." Most recently, Analog Devices has been awarded business to supply Korea Telecom for the largest single deployment of ADSL ever. Aware will receive royalty payments on every chip shipped to the region, "this will be hugely profitable for Aware." In addition to Analog Devices, Aware also has licensing arrangements with Lucent, Microelectronics, NEC, and Infineon Technologies. And just recently signed the grand daddy of them all, Intel, which is aggressively moving into the market. "Aware has signed up some pretty heavy hitters in this area and should see some nice royalties going forward, the stock is considerably off it's highs and looks pretty attractive at these levels."