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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (18228)	2/18/2000 4:43:00 PM
From: Peter Sherman	Read Replies (1) \| Respond to of 54805

the key to CSCO is Chambers' vision and execution - CSCO software lock is the engine of the company -- watch him tumble into the FO/router/backbone/last mile world and land on his feet running at 100 MPH -

To: freeus who wrote (18228)	2/18/2000 7:08:00 PM
From: stockman_scott	Respond to of 54805

Some Comments on Aware (AWRE).... IMO, Aware may be an emerging Gorilla in the DSL space -- they have valuable proprietary technology and are operating in a HUGE potential market. In the last week I re-added this stock to my online IRA. The firm is early in its hypergrowth phase and the CEO recently called Aware 'the QCOM of the DSL field.' He may be quite ambitious with his description of the firm. Yet, IMO Aware is a stock to watch... Here are some facts to consider... DSL deployments are growing at 300% per year - Gartner Group forecasts 9.8 million units of DSL customer premise equipment by 2003. AWRE's basket of intellectual property includes: 1.Patent rights 2. System designs - blueprints of how to build ASDL chipsets 3. Run time software - actual software that directs the operation of chips 4. Application specific integrated circuit cores - hardware designs that describe how to build a piece of ASDL functionality onto a chip 5. Reference designs - other components required on printed circuit boards to enable chip operation. Customers pick from this menu of offerings, depending upon their requirements. At present, the company estimates that 35% of all DSL hardware, for both central office and consumer electronics, incorporates its technology. AWRE's revenue comes from three sources - manufacture of hardware like DSL modems and other systems; contract revenue from tailoring AWRE's technology to its chip customers' specifications; and royalties paid by chip makers that license its technology, including NEC (NIPNY), Lucent Microelectronics (LU), Analog Devices (ADI) and Intel (INTC). Of these three income streams, revenue from licensing is by far the largest opportunity. The info. above was taken from a very recent interview with Aware's CFO. Here is a link to the complete article.... netstocks.com Any thoughts or comments would be welcome. Best Regards, Scott