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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: arno who wrote (57076)	10/19/2000 12:29:25 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 63513

AWRE up about 10 right now.... Aware allays DSL fears Last Update: 11:54 AM ET Oct 19, 2000: Thursday, October 19, 2000 --11:54 am - By Tomi Kilgore Aware, Inc. (AWRE: news, msgs) is flying $10.63, or 52 percent, to $31. The developer of digital subscriber line technology said it earned 15 cents per share in the third quarter, compared with EPS of 6 cents in the year-earlier period, and the average analyst estimate compiled by First Call of 12 cents. Revenue rose 50 percent over last year to $8.1 million. Royalty fees rose 203 percent. Commenting on the quarter, Michael Tzannes, Aware's chief executive, said: "Aware is a quality company in a quality industry. We have never felt better about our business and our future." On Wednesday, the stock tumbled $11, or 35 percent, as investors soured on DSL companies after Covad Communications s(COVD: news, msgs) missed quarterly estimates due to an inability of a number of its smaller ISP customers to pay their bills. From CBS MarketWatch

To: arno who wrote (57076)	10/19/2000 2:13:51 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

Arno, Jorj, Did some investigation of my own... To date there is NO vendor building a fiber "gateway" for the home. This is clearly a market to watch but right now what we're seeing is carriers "crafting" their own.... as is evidenced by what Arno has. Arno - you have what sounds like some sort of O-E converter device probably running at 100G by the sound of it. It delivers this 100G electrical interace to a gateway which has a coax (TV), and dual twisted pair - one for the phone and one for your DSL. So what you have is the precursor to a "real" fiber gateway...a kind of "kit" if you will. Thanks for doing the investigation! OG