Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bobo who wrote (1755)	1/8/2001 9:35:07 AM
From: StockDon	Read Replies (2) \| Respond to of 2404

Bobo, can you tell us anything you have been right about on this thread? - You said no way Korea could deploy 2M ADSL line in 2000. They did, in fact it may be closer to 3M. - You said Aware only gets 50¢ per chipset sold, when in fact it is still nearly quaduarple that. - You said that ADI is losing market share. While losing market share ADI shipped over 11 ADSL ports in 2000. - You said that Cisco is leaving ADI, when in fact ADI remains Cisco's #1 ADSL chip vendor. No doubt that South Korea is ADI's largest market, but that would be due to the fact that S. Korea has more ADSL deployed than any other country in the world. You seem to forget to mention that ADI chips are being used in high volume in Canada, Italy, Hong Kong, China, United Kingdom, France, Germany and Brazil just to name a few. Why don't you tell us something you have been right about. StockDon