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

To: Peace who wrote (564)	8/14/2000 12:37:58 PM
From: Perry P.	Read Replies (2) \| Respond to of 2404

There is some interesting discussion over on the Alcatel thread. Here is a highlight: Message 14206925 <<<<I believe the AMD reference was to the chipset AMD will make and market themselves? Alcatel's chipsets to my knowledge are made by Alcatel Microelectronics in Belgium. Yours is the general perception but I believe they [Alcatel] actually buy the bulk from AMD. My source talks to Prahbu from time to time and is fairly close to the entire industry. >>> This would confirm why the Stevens report suggested that Aware would get some of the Alcatel business if they decided to get out of the DSL chipset arena. AMD may have been told by Alcatel to get prepared to take over where the Alcatel chipset division lets off. AMD then calls on Aware for help with their multi-port Central office chipset. Just speculation on my part, but it seems to fit. I know Scrapps, let me have it for throwing out some theories that are not substantiated. I just cannot help it. It has been to slow lately. I need a little excitement:-) Perry P.