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

To: KHS who wrote (8089)	3/12/2000 1:44:00 PM
From: Elroy	Read Replies (2) \| Respond to of 9236

Do you suspect AWRE could have a very strong presence in Europe with Infineon? That depends entirely on Infineon's efforts in the DSL area. Infineon is huge in Europe, so the potential is there, but I have no idea how well they are positioned against Alcatel. Still, with AWRE having LU, NEC, Infineon, ADI and STM in their corner, if 1/2 of those big guys dominate the marker segment they go after and 1/2 lose out to non-AWRE based competitors, I think AWRE will be fine.