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To: dtech114 who wrote (78098)	4/8/1999 6:09:00 PM
From: Amy J	Respond to of 186894

Welcome dtech. OT: It sounds like you are a DSL expert? Do you work for Aware? Sounds like Aware had a nice IPO - were you in on it? Do you know who are the top DSL equipment providers? Are they all external boxes? Since Aware is a public company, do you know what the publicly known growth and margins are? I could look this up. Do you know what would stop a large player, like say hypothetically USR, from entering this space and controlling it with brandname power and an existing retail consumer marketing presence? Maybe IP? Royalties on IP? But wouldn't standards pretty much rule IP out? Thanks, Amy J

To: dtech114 who wrote (78098)	4/9/1999 7:46:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

dtech114, I read Aware's Proxy, analyzed it, then I checked the latest stock price - it jumped 37% yesterday. I like how Aware is playing Switzerland - with what appears to be chip & equip makers using Aware as a "neutral" source of DSL sw. Interesting. Also, liked the very intense dev/RND focus. I got my answer re: IP (9 patents.) I believe I got my answer re: USR - they're an Aware customer. That appears to be an interesting way to handle the retail hw mktg issue. Sell the Aware sw to existing hw co.s. At first glance, the technology looks deep enough that it would take a while before a large player could really mimic it. But, a large player may not play Switzerland, a possible interesting disadvantage for a large co.? Didn't understand why some of the other co.s thought Aware should pay a royalty for using DSL Nat'l Inst. Stds. [Since it's an open std.] I inferred from the above, Aware uses an open std, yet in my quick glance I didn't quite see the details in the Proxy (i.e. Aware stds or NTIS open stds?), so I wasn't too sure. Aware said it does not use proprietary CAP. What is Alcatel's dsl market share and intentions? The Aware thread mentioned two PC box makers were shipping with DSL internal modems. How does this benefit Aware? I assume it's Aware DSL sw, not Aware's hw in the boxes? I don't recall seeing the duration of the contract. I noticed a bulk of the revenue comes from contracts, not hw, not royalties. I wondered about the displacement of these contracts (i.e. how far out in years are they.) It wasn't clear to me if Bell Atlantic's 5-year renewal contract of $1.8B with another DSL hw co. contractually secured Aware's sw. From the Proxy, where does Aware fit in with Intel? Thanks, Amy J