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

To: KHS who wrote (7647)	2/17/2000 11:44:00 PM
From: KHS	Respond to of 9236

from yahoo board Talked to Covad CEO (relevant to Aware) by: WallyD747 (32/M/Ocala, FL) 2/17/00 11:29 pm Msg: 14425 of 14425 at conference today. Nice guy, aggressive and smart. I asked him considering cost and performance what will predominate, G Lite or regular ADSL. He said without a doubt G Lite will be the "de facto standard". The market's slowly responding, but that's how he's sees it. I'm retyping this since my computer locked up. I won't go into the detail I originally wrote because I'm tired. Bell Atlantic and Bell South President's were there. They said DSL rollout is aggressively occurring and sales are higher than even they had planned. Demand is high. KMC Telecom (from New Jersey I believe) said they are going after the 3rd Tier customers that the Baby Bells are ignoring. Bell Atlantic said they are right now only going after 1st and 2nd tier customers because cable is so low at roughly $39 a month that they can't profit from it. Of course, ILEC's have an incentive to inflate the "costs" of serving them so they can charge the CLEC's higher rates for facilities. CLEC's try to make the ILEC's look like ogres in order to get regulators on their side. Nobody really knows the costs. ILEC's say that embedded costs (fixed costs of setting up the original infrastructure) are really high. CLEC's say ILEC's long ago recovered those costs through rates. Even the FCC and State PSC's/PUC's don't know for sure. Knowling (Covad CEO) said to illustrate the difficulty of co-locating with ILEC's that they have to pay $300,000 per 10X10 ft "cage" to cover fixed costs of airconditioning, electricity and other fixed costs. He said that his staff used to not be allowed to use the central office's bathrooms. He said that has eased up. When his customers sign up for service the ILEC can take about a month to get around to switching them. For that time the customer can't get service. Very often customers switch back to CLEC. By the way CLECs hook their own customers up in less than 5 days. Sames issues for repairs. Two standards for service depending on whose customer you are. That is natural, but against the law (Telecom Act of 1996.) If anyone's interested I'll get my notes although I've roughly covered the relevant details. Go Aware. (I got reeeal ancy and bought calls Wed. afternoon. By close they lost half their value. Today they are up 100%. I'm keeping my toes crossed for tomorrow!) --------------------------------------------------------------------------------