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

To: Scrapps who wrote (1280)10/24/2000 2:01:27 PM
From: Elroy  Respond to of 2404
 
I cannot remember AWRE has disclosing that ADI generated the vast majority of royalty revenue prior to this cc.

Well, they said ADI contributed the vast majority of royalty revenue in the June conference call in response to a question from Paul Johnson of Robbie Stephens.

Anyway, the interesting question is who is the unnamed 10% contributor? I would like to hear the answer to "How long has this customer been a customer, and what milestones need to be met before you announce their name?"

Elroy



To: Scrapps who wrote (1280)10/24/2000 2:55:42 PM
From: Bobo  Read Replies (1) | Respond to of 2404
 
Yet he posted this over one year ago:
Message 11406619;

Not sure what your point here is Scrapps except this AWRE thing has taken much, much longer than I ever expected. I never would have expected ADI to still be growing its ADSL this well from what I saw at the end of 99. That is a peril of shorting an early stage, high growth market.


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