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


To: Elroy who wrote (1246)10/20/2000 1:14:17 PM
From: Scrapps  Respond to of 2404
 
Elroy I find this to be something we've waited for....

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"Thirdly, we think it’s time to be selective. Just as we regarded Aware’s dip in response to CLEC-related
problems as having not been justified by fundamentals, we caution investors against assuming
that a strong ADSL market will benefit all competitors. The market is now large enough for investors to
seek definitive information with regard to shipments of Discrete Multitone ADSL chips, especially from
those vendors that we think have made extravagant and misleading market share claims.
What chip
varieties, how many, to whom, and when? If put to the text, we think some vendors won’t pass."