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


To: Scrapps who wrote (1384)11/4/2000 2:38:41 AM
From: elmatador  Read Replies (1) | Respond to of 2404
 
Debunking the 4000 ADSL lines per day. I would like to know what is behind the figures flashed around talking about 4000 ADSL lines a day. As we know -or people should have known- is: Telcos agreed to deploy broadband to in order to to enter the long distance market.
Obvioulsy they have to keep the FCC satisfied. Thus they put this dog and pony show of these 4000 lines a day. Now are there 4000 new people getting an ADSL every day? or Are there shelves and cards deployed in the CO's across America that could address 4000 ADSL users?



To: Scrapps who wrote (1384)11/4/2000 3:23:46 PM
From: StockDon  Read Replies (3) | Respond to of 2404
 
Scrapps, what comments from the last conference call conflict with what I have said? A question was asked about ST Micro on the last conference call and Tzannes just stated that ST Micro is one of the companies that they have not publicly announced any specific progress with (or something to that affect).
ST Micro did license Aware's G.Lite about 2 years ago, but I have been told by someone in the industry that sometime since then ST acquired a small private company that has their own G.Lite IP.

If the G.Lite chips that ST announced a few months ago used Aware's IP we would know that. It is from several people I have talked with that I have reached the conclusion that there is presently nothing to the ST Micro-Aware relationship, and ST announcing any ADSL chips in the future using Aware's IP is unlikely. That being said, I have been wrong quite a few times in the past, so anything is possible.

I made a few minor changes to the customer section of my web site recently. geocities.com
At this time I believe everything on there is pretty accurate.

StockDon