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Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Steve Morytko who wrote (2141)	11/16/1997 1:29:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 9236

<<It would kind of limit their sales potential too if they only sold USB solutions. There is a HUGE installed base of non-USB systems>> That's not what I was saying. USB is going to be embedded in Win98. Growth is going to be increasingly in USB peripherals. A RBOC would be insane to capitalize a system that did not have a guarantee of USB modem support at the user end. I'm sure that a number of users will get ASDL with a new modem on their old machine, but the demise of transitional plug-and-play was ordained the minute Microsoft and Intel decided USB would be the future standard. Aware can support any user access it wants, but I can't imagine the Bells buying it without the USB support demonstrated. I can't imagine it will be all THAT difficult.