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

To: Scrapps who wrote (4299)	9/30/1998 1:56:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 9236

Just consider this; Bell Atlantic is going to offer 640 kbps ADSL for $59+ a month, but you can buy it directly from an ISP, CAIS internet and they will discount the price and give it to you for $55+ a month; the difference being the ISP component is cheaper while the equipment costs are the same.

To: Scrapps who wrote (4299)	9/30/1998 2:10:00 AM
From: Johnathan C. Doe	Respond to of 9236

Back to endless engineering analysis that has NOTHING to do with how this stock or any ADSL stock trades in the market. Just like with AMTX; thread participants mostly focus on (yawn) engineering BS and much of it is inaccurate or just flat out incorrect. While you fill the thread with what I would call non-investment engineering shoptalk and fool yourselves into thinking you are doing "analysis" of the stock, all the rest of us that are really working the analyisis of Aware just sit puzzled at what you think you are accomplishing. God I hate engineers when it comes to tech investing.

To: Scrapps who wrote (4299)	10/1/1998 6:14:00 PM
From: Bill	Read Replies (1) \| Respond to of 9236

Sorry it took so long to respond. You certainly seemed a bit annoyed with my last post. I hope this clears it up. I said: "The infrastructure is not built out yet. It would also cannibalize existing service rate structures resulting in lower revenue for service providers." And then you said: Bill quite frankly I'm more than curious where you get these ideas from. >>>>From having studied these networks for many many years. I said: "The infrastructure is not built out yet." And then you said: very broad statement...to say the least. Could you qualify that with more precise information? Is there a potential for AWRE technology to be used in the infrastructure? >>>>Not broad at all. It is common knowledge that the European Internet is woefully underbuilt at this time. While US ISP are busy installing OC48 links on 40 and 80 DWDM fibre facilities, the European equivalent is a patchwork of OC3s and E3s, with a handful of OC12s. The core network there cannot handle as much traffic as a potential ADSL access service could supply it. And no, AWRE cannot supply the core switching technology there. I said: "Rolling out ADSL to a mass market would surely overload the data backbones in most countries there because users would be elevated to higher bit rates from the existing 14.4 dial or 128 ISDN services they currently use." And then you said: Could you explain how that would work? My source says that's a stretch and it doesn't work like that in reality. The understanding I have is, the faster the data flows the better...no matter if it is flowing onto, off of OR on the backbone. I've heard it expressed, that, if the bottleneck is the backbone it is simpler to fix than the current bottleneck. In the U.S. it would be outside the control of the RBOC's, which is very desirable. ISP's, to my knowledge have not voiced the opinion you have: >>>>Ask your source what would happen if you poured one-hundred 16-ounce beers at the same time into a gallon pitcher. I said: "It would also cannibalize existing service rate structures resulting in lower revenue for service providers." And then you said: Matter of fact, I spoke to a local ISP owner yesterday, he expressed the belief, which was just the opposite of yours. He said those were the things, which drive the market and fuel the growth. >>>>I don't know what you're talking about. Local ISPs don't own the access loop. The whole reason we don't have a competitive local loop environment or ADSL rolled out everywhere is because the ILECs don't want to upset their existing revenue streams (second lines, dial minutes, intraLATA long distance, business T1s, etc.)