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, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Norman Klein who wrote (2213)	12/7/1997 8:53:00 PM
From: Captain James T. Kirk	Read Replies (1) \| Respond to of 9236

Seems likely that AWRE could be aquired anyday for sure. One thing is definate, by summer of '98, adsl's future will be defined and awre at 10-11 will be history, upon success.

To: Norman Klein who wrote (2213)	12/10/1997 3:59:00 AM
From: satish kamat	Read Replies (2) \| Respond to of 9236

Norman: The addendum to your post The latest company on the scene with splitterless technology, NetSpeed Inc., last week announced new, low-cost DSL hardware. NetSpeed's SpeedRunner PCI network adapter, due to ship in March, uses the Austin, Texas, company's EZ-DSL technology, which offers speeds of up to 7.1M bps downstream and 952K bps upstream. The most appealing feature of the NetSpeed adapter is its price: $199. "It sounds pretty darn reasonable to me," said Bo Kersey, a consultant at Austin Ventures, in Austin, which is using NetSpeed ADSL equipment. "It's very fast--a direct pipe to the Internet." [1] Does anybody know about whose DSL technology Netspeed is licensing? they seem to be hardware guys. [2] As more hardware vendors come to the market, competative pricing will bringDSL to the mass markets. [3] Plans from RBOC like Americatech for $60 unlimited net access with splitterless DSL lite will make 98 a year of ADSL. [4] <"That's a really big deal for [telecommunications providers, with splitterless DSL], they don't have to roll a truck out> This may be the time to backup our truck to load on AWRE. [5] Norman, playing companies like AWRE is always difficult because of their small size, emerging technolgy and dependence on larger players. I found a 50-50 trading/long hold strategy during initial period followed by 30/70 as implementation materializes. Good luck.