Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ayahuasca who wrote (8028)	3/8/2000 11:22:00 PM
From: KHS	Read Replies (1) \| Respond to of 9236

How will GSPN and VRTA, being fabless chipset makers, compete on a large scale deployment against ADI, NEC and soon to be INTC? Why did AWRE give up direct chipset manufacturing? I think they did it some time ago. More and more I see AWRE as being one of a kind company in the DSL space. All the companies making chipsets are exploding (ADI, and even GSPN,VRTA). AWRE is not. When comparing AWRE to GSPN & VRTA it appears the market is giving more value to the chipset production element of the business and not the software aspect of the business.