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

To: Steve Rolfe who wrote (5456)	1/20/1999 2:32:00 PM
From: Steve Rolfe	Respond to of 9236

From Jim Seymour ( president of Seymour Group, an information-strategies consulting firm working with corporate clients in the U.S., Europe and Asia, and a longtime columnist for PC Magazine. - Published on thestreet.com) ... Perversely, companies relying on selling ADSL technology (if not necessarily ADSL connections) will benefit here, as the threat of cable-access providers' power and growth becomes even more evident to the sluggish RBOCs. Anything that pushes the SBCs (SBC:NYSE) of the world to get ADSL in place in volume in the market more quickly, benefits companies such as Aware (AWRE:Nasdaq), which I am long and which I've mentioned here more than once lately. The list of ADSL-focused companies likely to benefit from an acceleration in ADSL rollouts is longer than just Aware -- count PairGain (PAIR:Nasdaq) and Westell (WSTL:Nasdaq) in this game, too -- but Aware is way ahead. This feels more and more like a market in which you want to bet on the big winner, not a multi-vendor trifecta. (See Kevin Petrie's excellent story on the effect on DSL technology vendors.)