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To: Steve Morytko who wrote (3720)	5/29/1998 9:20:00 PM
From: flickerful	Read Replies (1) \| Respond to of 9236

steve. it isnot clear exactly who they will supply notwithstanding the big players in their court. on the contrary, you have missed nothing...revenues may very well be waiting in the wings, but they appear to be anemic from the licensing angle, as you note. the persistent, and disappointing, sense i have is that somehow they have fallen from grace... of course, this is based on nothing more than the cumulative effect of a heralded arrival, replete with fanfare... followed by well, nothing more than vague promise in the face of their competitors' seeming gains. but, how much more is there, and is any of it more positive? i am not so sure anymore & i agree with your assessment of their target appeal. it was a tale told by, perhaps not idiots, but certainly full of sound & fury... my question: will it signify nothing? and in such an explosive growth area...

To: Steve Morytko who wrote (3720)	5/29/1998 11:40:00 PM
From: Jay Lowe	Read Replies (2) \| Respond to of 9236

There are three significant DSP vendors. Two of these are AWRE licensees (ADI, LU). If better products are made, TXN, LU, and/or ADI will make them. LU is betting the farm on telecom. The main competition going forward is TXN with Amati DMT code. The end-user device vendors will ramp up to MANY for awhile and then settle out to a FEW ... those FEW will be using chips from TXN, ADI, or LU ... maybe some market share to someone else, but not if LU has anything to say about it. I have been in negotiations with one of these firms to JV a product at the pre-NDA stage. These guys are WAY serious about market share of their chipsets. AWRE has become irrelevant to the result, they can only stand outside the ring and cheer for their favorite. Two out of three ain't bad. The only gotcha is that WE don't know how the money flows ... AWRE may be a buy-out candidate still, but the focus now is really on HOW SPECIFICALLY do they recognize revenue from these licenses? AWRE may be worth a buy-out from LU specifically if LU perceives their value as an engineering house is worth the nickel to LU post LU's "pooling of interest" threshold in Oct. The other major question is what is AWRE doing to expand their IP base going forward. Nothing has been said about this. Three questions. No answers from the company. Whine, whine.