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

To: SteveG who wrote (4074)	8/18/1998 8:08:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 9236

I follow this area but have about decided to stay out of it. Not Aware's fault, but RBOC's have screwed the pooch. With a heavy customer preference in their favor, due to their much superior customer service reputation over the cable co's, they have waited too long and are going to deliver too little too late. If they had ASDL lite available for residential customers NOW, they'd be selling it and keeping the customer base. But the cable co's, with a superior product, are beating them to the market. Nobody's going to uninstall a 5MB or better system for a 1.5MB system, and most people are going to wait a few months for the better bandwidth available on cable. If the BB's could beat cable by six months or a year, they'd be in good shape. First ISDN. Now we have BB execs slowing ASDL deployment because they don't want to "cannibalize" their T-1 business. Well, wake up and smell the coffee, BellSouth. When cable gets around to installing two-way fiber to businesses, the guys in charge are going to have cable at home and switch to it at work. T-1 has a year or two left and it will be dead. And you'll have nothing. So as much as I hate cable, it looks like it might well prevail just because it hasn't been sitting around wondering what to do.

To: SteveG who wrote (4074)	8/18/1998 11:37:00 AM
From: Scrapps	Respond to of 9236

Does anyone know where I can find information on the rate of usage on cable and the resulting slow down in service speed as the number of users increases. I was recently talking to someone with cable service who said there are times of day when he can notice the speed drop considerably. He was told it was do to the increase in usage during those times of day.

To: SteveG who wrote (4074)	8/19/1998 3:16:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 9236

From ADI earnings report: Comments about ADSL.... "''Over the past few months we conducted a thorough review of our DSP strategy and concluded that the keys to our success in the DSP market are the continued active pursuit of the general-purpose DSP market and a narrower focus on carefully selected opportunities in vertical market segments that can provide consistent growth and generate high, sustainable margins. We have a strong position in 16-bit general-purpose DSPs and are the leaders in the 32- bit market with our highly successful SHARC family. Our single-chip modem is ramping up at an impressive rate. We are in a very good market position with our ADSL chip set and we expect our first large orders from Electrolux for integrated DSP-based motor control ICs during the fourth quarter.''