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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jon K. who wrote (997)	12/8/1998 11:52:00 PM
From: Greg Jung	Respond to of 99985

Regarding Aware and DSL, this stuff is all at the whim of the RBOCs who are legendary for slow deployment of anything costing money. However there have been rumblings - trying to get an understanding regarding access to long distance, etc. whatever they're cooking up. Also the AtHome news takes some wind out of the cable-is-king sails. Put this together with the warning, lower profits by PairGain due to significant reduction by a large customer (Bell Atlantic, I think) there may be an implication that some of the new money will go by way of other manufacturers for which Aware will benefit. Not that any profits of substantial or sustainable nature will acrue, but they may receive an attractive story that can sustain new highs. Also, exhausted or not, buyer holding profits will be collectively reluctant to sell before year end. In the current stock mania, anything can begin to trade like an internut, even a truck delivery company. Greg