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

To: garyx who wrote (7936)	3/5/2000 12:04:00 AM
From: P314159d	Respond to of 9236

No expert am I, garyx But an AWRE solution is programmed into the unit as shipped. Book it ( the sale that is)! Now if someone says -- full rate and not AWRE ADSL. can they just download? Yes. If the Hw/ Firmware platform supports it. But that would constitute another sale of that company sw under any agreement formed by ISP to SW company. If AWRE, another sale in fact! But once that product is shipped with AWRE SW it is golden. If reprogrammed that becomes either a user or SP problem and not AWRE. Not to say that the problem wouldn't be intrusive! Bad news there. It is intended for Telcos to have ease of change on DSL services. that is a selling point. Q answered?

To: garyx who wrote (7936)	3/5/2000 4:51:00 AM
From: Elroy	Read Replies (1) \| Respond to of 9236

Does anyone know how difficult it is for telecoms to switch to another maker of similar software if they decide to go with AWRE? Like, how firmly placed in is AWRE if they get the contract, or can they be bumped out rather easily? garyx, I don't think you understand AWRE's business. They don't sell anything (software or whatever) to telecom companies. AWRE doesn't get any contracts with telecom companies. AWRE sells xDSL technology (i.e., software) to semiconductor companies (such as Analog Devices and Lucent Technologies). Those companies use the AWRE technology to make semiconductor chips that they then sell to telecom equipment vendors (like Cisco). Cisco then sells their equipment, which may contain Analog Devices chips, which were made with AWRE software, to telecom companies. So AWRE doesn't directly sell anything to telecom companies, they sell to semiconductor makers. Make sense? Elroy