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To: KHS who wrote (8339)4/4/2000 5:19:00 PM
From: Perry P.  Read Replies (1) | Respond to of 9236
 
I think this movement is more than the DSL show. Almost all of the other DSL players are still down today (CNXT, GSPN, ORCT, VRTA). I think something sparked more interest in Aware today. I think this has something to do with it:

<<<<<Lucent ranks first in the world in sales of ADSL ``Lite' modem chip sets for the PC and retail ``standalone' modem market**. >>>>>>

Love the wording here "Long Term":

<<<<<``Lucent's Microelectronics Group and Samsung Electronics are demonstrating a continued long term strategic commitment to each other with this announcement,' said Craig Garen, general manager of access integrated circuits with Lucent's Micro electronics Group.'>>>>>

Here is another reference to the large overseas market people seem to be forgetting:

<<<<<``This proves that the ADSL modem chip market and Lucent are spreading their wings well beyond the U.S. borders and that Lucent's technology is garnering worldwide accolades.'>>>>>

Perry P.