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

To: Perry P. who wrote (8978)	5/19/2000 2:38:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 9236

Thanx Perry. An item worth recapping. Charles Pluckhahn when asking in the ADI CC about their expectation of shipping more than 6 million ADSL chips this year got the response the expectation was for ADI's fiscal year, WHICH...ends in November.

To: Perry P. who wrote (8978)	5/19/2000 11:37:00 AM
From: Peace	Read Replies (1) \| Respond to of 9236

Thanks for the Stephens link. Love these comments from the report. Through these associations, we believe Aware is close to becoming the de facto standard setter of the ADSL industry, accumulating a reservoir of alliances, experience and intellectual property that could establish it as an equivalent of QUALCOMM in the cellular industry or Dolby in the music industry. Similar chip and software oriented firms, such as Globespan, Rambus and Broadcom, trade for far higher multiples than Aware.