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

To: Norman Klein who wrote (2358)	1/20/1998 10:21:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 9236

Like TI buying Amati; if Aware gets bought, I would figure that it would be ADI. I expect something along those lines at some point. ADI would then be the play for this ADSL product.

To: Norman Klein who wrote (2358)	1/20/1998 10:33:00 AM
From: emichael	Respond to of 9236

..more on the New York Times article There are dozens of companies, large and small, developing DSL products, though few follow the same standards. The Compaq-Intel-Microsoft consortium is relying in part on technology developed by a small Massachusetts company called Aware Inc., though the group has not finished developing its technical protocols. ------------- I agree, a buyout wouldn't benefit shareholders. The group will be working with telecomunication companies and Aware has made inroad with Southern Bell. This is an old article, but this is what they are all talking about. Tuesday November 4 10:59 AM EST Company Press Release Aware is First to Demonstrate a Splitterless Version of DMT DSL Technology Suitable for PC Modem Applications BEDFORD, Mass., Nov. 4 /PRNewswire/ -- Aware, Inc. (Nasdaq:AWRE), a worldwide leader in xDSL (digital subscriber line) technology, has demonstrated the first ''splitterless'' version of its DMT (discrete multitone) technology suitable for PC modem applications. Delivering downstream speeds of up to 1.5 Mbps over CSA loops without the need for POTS splitters at the customer premises, Aware's DSL Lite technology is an important stepping stone between the voice band modems available today and full-rate ADSL, which provides downstream data transfer of over 8 Mbps. Removing the POTS splitter will significantly accelerate the wide-scale deployment and acceptance of xDSL. Eliminating the need for service providers to install a POTS splitter -- the device that physically separates the ADSL signal from the regular phone signal -- makes installation at every home as easy as that of today's voice band modems. No modification to the home's internal wiring is required. A DSL Lite modem can be plugged into any existing phone jack. In addition, DSL Lite's lower speeds require less complexity than full speed ADSL and allow digital subscriber line implementations using today's DSPs (digital signal processors). Leveraging PC modem hardware greatly reduces the cost of DSL modems. This will enable local exchange carriers to offer high-speed Internet access at prices attractive to consumers. Because it utilizes DMT technology, the ANSI standard for ADSL modulation, Aware's DSL Lite can easily be made interoperable with standard-compliant ADSL central office equipment. This permits a local exchange carrier to cost- effectively install a single access termination system for both full-rate ADSL and the new splitterless version. Aware's DSL Lite also provides an upward migration path to full-rate ADSL, protecting customer investments, and reducing the threat of a fractured xDSL industry. DSL Lite is a robust technology that can achieve high-speed data transfer over local loops of up to 22,000 feet, with a wide variety of home-wiring configurations and multiple bridged taps. Enabling either asymmetric or symmetric data services simultaneously over standard telephone lines using existing home wiring, DSL Lite provides consumers with a high-speed Internet connection while giving them full use of phone lines for voice or fax calls. At the ITU Study Group Meeting 15 in Red Bank, New Jersey earlier this month, Aware presented system design and performance measurements for a DSL Lite system. In addition, Aware showed extensive evidence that a ''lite'' version of DMT ADSL works well in a splitterless installation and can maintain full interoperability with standards-based T1.413ADSL central office equipment. Jim Bender, president and chief executive officer of Aware noted: ''Our DSL Lite technology clearly moves DSL beyond the realm of a telecommunications transmission system toward that of a PC modem, while still allowing an easy upgrade path to standard compliant DMT ADSL. DSL Lite is a stepping stone that will enhance the entire xDSL industry.''

To: Norman Klein who wrote (2358)	1/20/1998 11:18:00 AM
From: Scrapps	Read Replies (2) \| Respond to of 9236

Norman a buyout is very likely and a majority of the shareholders would go for it IMO. I can see some potential buyers as being, 3Com, TXN, ADI, ROK and others. I don't see AWRE as being worth as much as was paid for AMTX but it would be close to that value, and that would me pocket change to the companies I mention. The shareholders are divided into two groups the insiders and the rest of us. The insiders get to construct the deal, and the rest of us want to increase our profits. It's a very real possibility a buyout will happen. IMO