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

To: Scrapps who wrote (7777)	2/24/2000 11:35:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 9236

<<you may want to look inside the WSTL products...not all have the same things inside.>> Scrapps, my guess is you are referring to the modems made with AWRE's partner ADI chips. One of the reasons I like WSTL is that they are eclectic. They make what is needed. Alcatel, ADI, Globespan, txn (though surprisingly right now TXN does not seem to be utilized). When I went to see them they said they make modems with whatever chips will be the best for the need. At any rate, nice day for WSTL. I've been holding for a long time. Same with AWRE. I began to think I would never see these days. I can truly say now, better late than never. Michael

To: Scrapps who wrote (7777)	2/25/2000 2:17:00 AM
From: P314159d	Read Replies (1) \| Respond to of 9236

Are you saying WSTL should sell AWRE/ADI solution to BT... Japan, Korea, China, and Phillipines? Tell that to FTEL/ALA. It IS a global economy and don't forget that. For WSTL, the Int'l portion alone can justify the 100 dollar stock price and it still hangs in the weeds of the analysts. I cannot tell you how fun this is. AWRE fairs well, WSTL fairs well. Let's watch and see the one year and two year out come. I like AWRE for the 99% GPM, fewer shares, and PC presence, Intel relations, etc . But the DSLAM is a difficult sell. WSTL will be back in that business soon enough, as well, to compliment the modem sweep goin' on.