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 (2339)	1/18/1998 12:23:00 PM
From: satish kamat	Read Replies (1) \| Respond to of 9236

Wonder whether the following finanical and technical issues were dragging the xDSL implementation: [1] Baby bells charge $1000/mo or so for a T1 line (~1.5 M). why would they be interested in providing 8 M service for less than $50, if not for mass market. [2] Access port prices have been $300--600/port. This is the first year when port prices will touch $100. At $50/month, difficult to recover the access cost. [3] WAN infrastucture not in place to support the large traffic. (ASND just introduced the first multiservice ATM/FR switch, ASND still does not have a product which will support xDSL access at $100/port) [4] Lack of standards in xDSL area. [5] xDSL started with 8 M. The world was still getting used to 28.8. However, that was the past. Thanks to blessings from Bill, Andy and the company, customer DSL (1-2 M) will become reality starting this year. I wouldn't even be surprised if the increasing bandwidth issues will force ISPs and RBOCs to finally throw in the towel to provide even the 8M by the year end. BTW Norman, at the risk of being wrong second time, AWRE's TA is extrememly favorable. Its like a spring ready to take off.

To: Norman Klein who wrote (2339)	1/18/1998 12:41:00 PM
From: Scrapps	Respond to of 9236

"Call me overly optimistic, but I think those time-frames are far too conservative." Agreed. There are now over four million online investors and the annual growth rate it above 150% based on the last year. A very large portion of these folks do there research online also and are fed up with the slow access & download times, and they aren't the type of people who will wait for the price to drop down to $99, they'll buy in the $200-$300 range for the hardware and $20-$30 per month for the service just to save time waiting for downloads. That is just a very small portion of the potential xDSL users. Think about all the other online users chomping at the bit for faster speeds. IMHO

To: Norman Klein who wrote (2339)	1/19/1998 9:03:00 AM
From: bill c.	Read Replies (1) \| Respond to of 9236

Norman: Here are the expanded comments from Aware. Making DSL plug and play Aware moves POTS splitter function inside modem SANDRA GUY, News Editor Efforts to make asymmetrical digital subscriber line as easy as plug and play took center stage last week when Aware demonstrated a "splitterless" version of its discrete multitone technology. Aware has removed the POTS splitter from the customer premises and made the splitter's functions an integral, internal part of the modem, which can be configured and installed in a PC. The splitter separates the ADSL signal from the phone signal. The change aims to save carriers the cost of sending workers to install the splitter. Aware's version of the technology, which it dubbed "DSL Lite," can send downstream speeds up to 1.5 Mb/s and upstream to 500 kb/s. DSL Lite requires less power, can transfer high-speed data over local loops up to 22,000 feet, interoperates with standards-based ADSL central office equipment, and can be upgraded to higher-rate ADSL through remote network configuration commands. DSL Lite also can be implemented using PCMCIA cards rather than external modems. PC manufacturers are clamoring for this capability so they can incorporate the card into their equipment. One "very influential customer" is insisting that megabit modems be available by Christmas 1998, said Jim Bender, president and CEO of Aware, Bedford, Mass. John Hunter, broadband analyst at TeleChoice, speculated that Microsoft will be "bullish on DSL in 1998" and is working to make the technology as consumer-friendly as possible. Aware is partnering with Analog Devices for the modem chip set but expects to attract other chip set makers. The company also is talking with leading PC manufacturers, Bender said. Here is the Efficient/AFC news: EFFICIENT, AFC ENTER ADSL FRAY Efficient Networks and Advanced Fibre Communications are entering a strategic alliance to market an end-to-end asymmetrical digital subscriber line solution to carriers. Dallas-based Efficient is best known for making customer premises equipment for cell-based data transmission. AFC is an established provider of digital loop carriers for 300- to 400-line nodes. Its customers include GTE, Sprint, Alltel, Ameritech and Pacific Bell.