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

To: Bobo who wrote (1274)	10/24/2000 4:16:19 AM
From: Elroy	Read Replies (1) \| Respond to of 2404

My guess is probably closer to $.50 or less for the INTC deal (assuming INTC ever spins a chip). Sounds like you know as much as me about the details of the various royalty arrangements. Not much! Now that Aware mgt has finally admitted that ADI is its primary royalty generator They "admitted" this forever. What are you talking about? My estimate is that ADI and GSPN were on par in Q2 in terms of ADSL chipsets shipped. Source for your estimate? We'll know alot better when AWRE reports in Jan. Actually, the next interesting data point will be when ADI reports. AWRE's report will just fall out of whatever ADI says, or be better than expected if some other customer contributes to royalty revenue. it is still amazing to me that AWRE and ADI mgt are in denial about their competition. Well, they deny they have any real competition except for ALA. Why do you think this is incorrect? Do you have any sources that show GSPN is taking share from ADI? Do you have any source that shows whether or not GSPN is AWRE's unmentioned 10% customer last quarter? Who is that customer, in your opinion? Some company is paying AWRE $800k in 3 months to do something. Who? Elroy