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To: JW@KSC who wrote (5309)	12/17/1998 11:06:00 AM
From: Scrapps	Respond to of 9236

Jim, a comment......... "Having IP on ADSL G.Lite AWRE is sitting pretty. Though I must say G.Lite is an interim step, a kin to a match under the ass of a slow moving dinosaur, so the telcos don't have to make a truck roll to the customers home. Full blown ADSL will be available to those who require/desire it." One of the things which swayed me toward investing in G.Lite is it provides an upgrade path to full rate ADSL, without that feature or ability it wouldn't have the support of the industry. It seems to me this gets under scored too often when comparing the mix of xDSL offerings coming to market.

To: JW@KSC who wrote (5309)	12/17/1998 11:25:00 AM
From: Jon K.	Read Replies (1) \| Respond to of 9236

Hey jim, good to see you again. Been busy landing those space boys? Another great 'soap box speech' jim <gg> I was getting bored in this thread... so I was just trying to stir up the spirit of this thread at bit. (You know after that big argument, it seems everyone is keeping their voice low... that's no fun, is it?)I made my apologies to this thread and I think someone owes me one,too. You know better how much i liked ADSL and I still do. But I thought the price of AWRE heated up too fast so I am making some short term profits here. I did short at $25 and covered most under $20. I still have short position but it is all my profits, so I don't care much which direction AWRE goes. If AWRE goes up fast again I will short again, if goes down I will cover the rest of shorts, and if goes even further down I will buy some more. Now since you talked me into buying PAIR <gg> (I am cautiously dipping in little bit at a time now), could you explain the similarity and difference between PAIR and AWRE? (if you can add WSTL and Orkits that would be even better) Why do you think PAIR is a bargain price? (If you don't feel like discussing non AWRE subject here, we can move to ADSL dummy site) One thing about DSL, I heard about problems of high noise level when using voice and internet access at the same time. Heard anything on this? welcome back, Jon

To: JW@KSC who wrote (5309)	12/17/1998 3:51:00 PM
From: T.K. Horeis	Read Replies (1) \| Respond to of 9236

Jim, either you're prone to hyperbole or unrealistic... >>ADSL/VDSL will be around for the next 40 years. As will the 800 >>million POT's Lines in the world, and growing. The PC hasn't even been around 40 years and do you think anyone is still running 8086 chips hell there's probably very few people even running on 80386's anymore and there not even ten years old. Granted the telecom technology takes longer to change, but in 40 years we WILL have something new that won't even look like xDSL. As for AWRE's current prospects, I think they are good, however I see it trading in a highly volatile range between 15-30 for the next year until we see wide deployment by the telcos. I've been long in AWRE for about 18 months (in at 10 3/4), however I occasionally short it to pick up some extra cash on its extreme volatilty, which I'd say will continue until the REAL revenue stream kicks in.