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

To: zx who wrote (8038)	3/9/2000 11:57:00 AM
From: Perry P.	Read Replies (3) \| Respond to of 9236

I am afraid to get in and out of Aware during this volatile time for fear of missing the spike when a big announcement comes. It is frustrating to know it will inch down as investors get frustrated with little news and a declining stock. I am in for the long haul, but still want to have my average near the low end of the price range. With my luck, I know to just pick the best company and HOLD. Patience will be rewarded here I am sure. The following is from The Stock Don on Yahoo. Enjoy: "- VeDSL. I expect we will hear much more about VeDSL before this Summer. Voice via DSL is something that the RBOCs are pushing for so that they can offer a low cost second residential phone line. With Aware's VeDSL, service providers will be able to offer an affordable bundle which will include a POTS line, a VeDSL line and ADSL service. VeDSL will be offer a toll quality second phone line which will even have its own phone number (separate from the POTS phone number), and VeDSL does not experience the latency problems that plagues current packet based VoDSL via either IP or ATM. - G.Lite. CLEC deployments of G.Lite have already begun and I expect the RBOCs to begin their support for G.Lite and Fast Retrain around June. Splitterless ADSL is the present and the future, and I expect Aware's patent pending Fast Retrain technology to be a huge catalyst world wide in speeding up splitterless ADSL deployments. - SuperComm 2000. The G.Lite hype will end and implementation will begin with SuperComm. - New semiconductor partnerships - Aware has said to expect new semiconductor partners this year, and I suspect that a new announcement could come before too long. -New ADSL technology announcements. Aware has said to expect them to announce new advancements in ADSL this year, included technology to increase ADSL speeds. - NEC. NEC will enter the ADSL market in a big way before long. One analyst recently stated that Aware partners NEC and 3COM "are expected to introduce router-on-a-chip features and system-on-a-chip functions aimed at the gateway market" in the near future. -Intel. Aware's relationship with Intel is progressing very well, and with increased competition from fabless semiconductor companies like Virata, expect Intel to step up their ADSL efforts and announcements. An Intel/Aware product by SuperComm is very possible, but we will just have to wait and see. Lucent Micro. Virata is saying that they will cut into the Lucent/Aware WildWire customer base, but that remains to be seen. Lucent has stated that 13 companies have licensed the G.Lite ADSL/V.90 WildWire chipset, and those companies include Dell, Compaq, HP, Creative, Viking, Zoom, Actiontec, Multi-Tec and Infinilink. I expect the WildWire to maintain a strong position in the PC market no matter what happens with Virata and other competitors. Lucent's comments about the WildWire have been subdued lately, and I expect that to change in big way before long as well. Right now it looks as though the WildWire should be available for retail sales around June. One thing to keep in mind is that by the time some companies begin shipping their G.Lite/ADSL modems the WildWire will have a year and a half head start. In terms of interoperability with leading DSLAMs from numerous vendors that is very significant. The three most important features of an ADSL chipset are 1) power consumption, 2) cost, and 3) performance in the field (which includes compatibility and full interoperability). Without all three a product will not be widely successful. Those are just some of things I think Aware investors can look for over the next 6 months or so, but those are just my thoughts based on my independent research. " Perry