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

To: Steve Morytko who wrote (2368)	1/20/1998 12:39:00 PM
From: Scrapps	Respond to of 9236

"Why would TXN be interested after buying AMTX?" For the same reason it bought AMTX!

To: Steve Morytko who wrote (2368)	1/20/1998 2:43:00 PM
From: David Nelson	Respond to of 9236

>>>> I'm not sure even the big players would consider AWRE pocket change (~$400M US or better based on AMTX price). <<<< Intel would definitely consider AWRE pocket change and a fast entry (by Christmas) into the marketplace... Why wouldn't INTC be interested in AWRE? After all, MSFT, CPQ, INTC and the RBOCs want to establish the standard. MSFT is in the software biz (except the MS Mouse). MSFT wants to incorporate high-speed plug-and-play internet access through Internet Explorer into Windows 98, Windows NT and Windows CE, not to mention, get more MSNET users. Compaq is in the box biz -- they purchase peripherals at the best possible price and are interested in selling as many low cost network computers with high-speed plug-and-play access to the net as possible. The RBOCS don't make hardware, they sell phone lines. A standard would allow them to justify putting modems on the other side of the phone line, especially splitterless (cheap, cheap, infrastructure!!) modems to grab market share from cable companies -- big time. The only major player missing is AOL but they have turned infrastructure over to WCOM and would be there by default. But Intel -- that's a different story. INTC is in the hardware biz and was at one time into the networking and modem businesses. They have incorporated much of multimedia into their MMX pentium, established the current high-speed PCI bus, plug-and-play adapter cards for PCs in conjunction with MSFT, and have been responsible for countless standards in the past. Controlling the phone standard for the internet would be a major coo and probably the largest growth area vis-a-vis the internet going forward, since less than 35% of households are wired for cable as opposed to 95% having phones. Phone lines are the no-brainer way to grab huge market share and control standards on the net. Acquiring splitterless dsl technology/product (RBOCs love the simplicity and so would consumers) and the co (AWRE) is a good way to have product in the market by Christmas 98. Time to market is all that is important to Intel in establishing THE standard, not $400M (pocket change to control a market). Intel's biggest problem is how to continue their tremendous growth and remain the most profitable corporation in the world. I think this would be a good way! Just some thoughts... --Dave