Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KHS who wrote (709)	8/31/2000 6:08:50 PM
From: KHS	Respond to of 2404

Pieces of the puzzle may becoming together. Stephens analyst stated ala may make a shift in DSL chip production. ADI CEO stated a big customer win would be announced this quarter. This from never wrong on yahoo...http://messages.yahoo.com/?action=q&board=AWRE Will the ala roadshows next week give us a hint about what may be the major clue. Are the short sellers waiting as well?

To: KHS who wrote (709)	9/1/2000 2:47:35 AM
From: Scrapps	Read Replies (1) \| Respond to of 2404

Keith, the ADI CC should still be available on their website. The CEO said a few things. As for the ALA article you posted about...one can read that a couple of ways. One is as the Stephens report suggested, ALA is having trouble supplying the demand and may use other chipsets...possibly ADI chipsets. ADI also said they'd be announcing a major deal this qtr., but that is thought to be in regard to the Othello product see link below, but I'm not sure myself since AWRE, ADI & Intel are all said to be announcing something within the same time frame...could be totally unrelated....OR????? Message 14221301