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To: Jon K. who wrote (4735)	11/15/1998 9:45:00 AM
From: Bill	Read Replies (1) \| Respond to of 9236

China has population of 1 billion, but ADSL is sold to households, not people. That might cut your estimate by four-fold.

To: Jon K. who wrote (4735)	11/15/1998 10:13:00 AM
From: TREND1	Read Replies (2) \| Respond to of 9236

Jon You wrote <<As you have mentioned, G-lite technology maybe out dated soon. That is my concern, too. These days technology changes so fast, better technology might come up next year. >> Think about this ! (1) Months between 28Kb and 56Kb modems (2) Months between 56Kb and G.lite (3) Months between G.lite and something new ! Does a company called Intel come out with a new speed every couple of months ? (ggg) Wonder what the 1/2 life of G.lite will be ? Wonder if G.lite will get into production before it is replace with some thing else ? Now this Aware BB is starting to think !!!! But what is Aware comes up with G.super.lite ??? The future...some thing we all think we know some thing about(g) Larry Dudash PS: the Micron Only BB was talked about this for years. From 1...4...16....64....and now 128MB SDRAM od RDRAM

To: Jon K. who wrote (4735)	11/16/1998 12:46:00 AM
From: Matt Webster	Read Replies (2) \| Respond to of 9236

Interesting comments in response to my model, everyone. I guess China does have a lot of potential, but my impression is that the telecomm system in China is far from being ready for DSL. I have no real data to back this up, however. Of all the companies mentioned, i think Intel makes the best choice. The optimal solution is to have Intel adapt AWRE technology so that the CPU or part of the chipset takes care of the process. This allows Intel to take over the entire "terminal adapter" market in one swoop. If AWRE is really sitting on critical technology, then Intel is the best way to generate the kind of unit numbers needed to make money. Getting out of the equipment market could be brilliant, but only if AWRE finds a partner that will run with the technology. Side question: Is anyone making money on USB? That's the equivalent model. USB goes into Intel's chipset and all PC's ship with it. My guess, however, is that no one is making money on USB. This could be a major clue into AWRE's future. Matt