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Technology Stocks : AWARE -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (350)	7/25/2000 11:54:10 AM
From: Elroy	Read Replies (2) \| Respond to of 2404

Today may not be the day that determines whether STM is an active customer or not. Someone more knowledgeable about the semiconductor chip business might be able to help. IF STM just announced the chip today, when have/will they begin selling the chip to their customers? In the software industry, companies often announce products that are goign to be available 3 months from now. Does anyone know the patter in the chip industry. Following normal chip sales, when should we expect STM to have some decent revenues from the newly announced chip?? Keep in mind, if STM is just beginning to ship the chip today, counting in a one quarter ramp (my guess), we wouldn't expect AWRE to get any meaningful revenue from the chip until Aware reports March 2001 (which would be Aware's royalties from STM's Dec 2000). It is possible this is finally the product that is the result of STM's licensing Aware technology oh so many quarters ago, but who knows?? Elroy

To: Scrapps who wrote (350)	7/25/2000 12:11:02 PM
From: Perry P.	Read Replies (1) \| Respond to of 2404

The Patent I am referring to is at this link that I posted in the message before: 164.195.100.11. It is a joint patent issued July 11, 2000 to Analog Devices and Aware. I thought it was a coincidence that the ST Microelectronics press release specifically mentions AM interference issues and a patented approach a few weeks after Aware's patent is granted that deals specifically with noise issues like: A twisted pair used for digital subscriber loops is a particularly severe example of such a channel, where non-stationary noise sources such as narrowband interference (induced by AM radio, amateur radio) and periodic impulse noise (e.g., due to light dimmers) can also be a problem. To achieve the desired performance, powerful signal processing techniques are required to recover the data. Two particular techniques that have found widespread use is decision feedback equalization and forward error correction (FEC). ST has licensed Aware's G.Lite technology. If they licensed it then I would assume that any G.Lite specific solution would be based on Aware's IP. I just think it is too big of a coincidence. If these chips are based on Aware, I don't think we will see any revenues from it until 2001. If they are not based on Aware, we still get the benefit of the possible G.Lite patent pending and the royalties that might come from it. Perry P.