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

To: Scrapps who wrote (8517)	4/17/2000 4:30:00 PM
From: KHS	Read Replies (2) \| Respond to of 9236

I tried to buy 100 April 25 calls today. No sales at all. The stock should have never drifted down. It was all manipulation. See ya

To: Scrapps who wrote (8517)	4/17/2000 11:50:00 PM
From: Perry P.	Respond to of 9236

There is some great news out there for DSL and Aware. We should be rocking. These bits from DSL Prime at this link: dslprime.com Chip shortages because of demand: Chip shortages endanger worldwide rollouts No commitments missed, but if you need more ... A leading modem maker shifted DSL chip vendors for a new product because their preferred supplier could not increase their allocation. Ron Norris of TSMC told EE Times worldwide demand imbalance at chip foundries would continue at least through 2001. Korea Telecom said difficulty obtaining equipment was hindering their rollout, one of the world's largest. Chip prices have not apparently gone up, but at least one chip vendor has turned down a deal in favor of more profitable opportunities elsewhere. Many chip companies, including large ones like Alcatel & Motorola, rely heavily on foundries. But even TSMC's $4.4B investment this year, doubling sales, cannot catch up with demand. We have not heard any reports of manufacturers being unable to obtain product, and increased interoperability at full-rate makes switching vendors more practical. DSL Prime understands that rumors of shortages are self-fulfilling, as manufacturers build inventory for protection. All chip vendors told us they could service their customers and commitments, but we confirmed this story before reporting it. G.Lite confirmed faster than 1.5 mbs: G.lite can go faster than 1.5 meg, our first source, Mark Peden, confirmed to us at DSLcon, and he reported several companies were working on it. But none were willing to go on-the-record - yet. Covad confirmed line sharing ready (Covad is G.Lite backer): Covad has tested line sharing in San Francisco, New York, Dallas, Chicago, Atlanta, and Minneapolis - that includes all of the regional Bells. Aware VeDSL making waves: Aware's VeDSL (voice-enabled DSL), a way to run multiple pots lines along with broadband, is drawing interest from telcos because it promises cheaper equipment for low end customer bundles, although it sacrifices bandwidth and upgrade revenues. Samsung and Lucent: Samsung went to Lucent for DSL chips, a major customer win in an expanding market. Korea: Korea Telecom projected 1.6M DSL customers this year, and Hong Kong, Taiwan, and Hanaro in Korea are all looking for 1M. The US telcos missed their targets last year, so we're skeptical about telco goals, but hundreds of thousands of chips are already being delivered. Whew! Lotsa stuff. Perry P.