SI
SI
discoversearch

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: Steve Morytko who wrote (2561)1/27/1998 5:59:00 PM
From: flickerful  Respond to of 9236
 
you're welcome...
scrapps pretty much summed up the questioning
and their reluctance to divulge specifics which will
soon be announced.( also their refusal to comment
for rockwell/nortel as to eventual plans for their tech.
why anyone would ask is absurd, but...)

what i liked was their use of the word proliferate
to describe their "plan" for patents/IP/royalty streams etc.

they speak with confidence,
without hype.



To: Steve Morytko who wrote (2561)1/28/1998 8:37:00 AM
From: Steve Morytko  Read Replies (3) | Respond to of 9236
 
Since ERICY was mentioned in the CC you may want to take a look at:

ericsson.nl

You might also want to check out their SI profile - they are BIG! CO and subscriber equipment are among their products. Anyone know if their modems are popular overseas? How much business they do with overseas telcos? Telco deregulation just happened in most of Europe adding a lot of opportunity there (no idea how xDSL plays there).

They also mentioned Malaysia Telecom - Singapore has a bleeding edge project going now and should provide great exposure for players there.

If they get a partnership with LU watch out!

Wondering what the traders will do today ... breakout?