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

To: Scrapps who wrote (2443)	1/21/1998 11:23:00 PM
From: Joseph Colombo	Respond to of 9236

Scrapps, The computer industry is an interesting place. One day it is driven my software, and waiting for hardware to catchup. And than the hardware companies are waiting for software. Right now the hardware and software companies can't do anymore with the Internet, without hight connection speeds. 28.8, 33.6 & 56K just will not do it. It is in everyones interest to get this g.lite thing done. AWRE is in the catbird seat. This is one of those rare opertunities for the average investor to make some real money. If AWRE's technology is used for this deal, than we should see a very good short term gain. Within the next few months. I don't see any real long term gain without a buy out offer from some bigcat company. The management of AWRE won't be able to refuse it either. The reason they can't refuse is that they don't have the R&D money to go the next step. And the step after that. For me and you it won't make any difference. We're in the money either way. Good luck & good night. Joe

To: Scrapps who wrote (2443)	1/22/1998 5:04:00 AM
From: Elroy	Read Replies (2) \| Respond to of 9236

So what exactly does Aware make? I spoke with an Aware employee at Boardwatch's ISPCon in San Francisco in August '97 and he said that they make the client side devices that allow the end user to connect to DSL lines. They don't make a central site piece of equipment (like the 3Com Total COntrol Hub or the Ascend Max), but he said they may in the future. So, as a client side device maker, they can't succeed alone - their device needs another thing (the central-side/ISP device) to connect to. Many central side device makers (ASND, COMS, etc.) have liscensed Aware's technology. I guess that means they are going to make their devices (the 3Com TCHub or the Ascend MAX) able to receive Aware's signal. (??). I guess this is what that means, but if they are able to receive Aware's DMT ADSL signal, can they also use the technology for that signal in their client (modem) side devices? I think Aware's only chance for survival is to be acquired by 3Com or Ascend as that companies' client side device maker. Otherwise, how can Aware, with no central site (ISP, telco) presence, make its products workable? My opinion only - but the conclusion - sell your Aware on its current strength. MSFT, CPQ, INTC fans - my question for you - to what device in the ISP/telco office is the consumer going to connect to??????