Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Lee who wrote (5900)	4/9/1999 3:32:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 9236

Aware's newer Strategic Customer listed in their recent S.E.C. filing STMicroelectronics...formerly known as SGS-THOMSON Microelectronics. From the Aware filing: "ST Microelectronics. In December 1998, Aware entered into an agreement with ST Microelectronics ("ST") to integrate Aware's DSL-Lite technology into ST's advanced silicon process. The ST/Aware DSL solution brings together Aware's DSL-Lite technology and ST's advanced integrated circuits for communications applications. ST is the third largest seller of telecommunications chipsets in the world." ------------------------------------------------------------------ Anothe tid bit. Intel and STMicroelectronics Sign New Patent Cross-License Agreement biz.yahoo.com ------------------------------------------------------------ And this: 1998 Market Shares Survey Results Released PHOENIX--(BUSINESS WIRE)--April 1, 1999--In a study released this week, ''1998 Semiconductor Market Shares: Leaders of the Pack,'' Semico Research Corp. announced the results of the Semico 1998 Market Shares Survey, the companies leading the semiconductor industry in total 1998 worldwide semiconductor sales. The study also included market shares for worldwide sales by semiconductor product type. The top three worldwide semiconductor vendors in 1998 were Intel, Motorola, and NEC. In addition to leading in total sales, Intel was the market leader for microprocessors, microperipherals, and Flash memory. Samsung held the top spot in DRAMs and SRAMs, with ST Microelectronics leading in the other non-volatile memory categories. Motorola topped the microcontroller market, while Texas Instruments led in analog devices. Finally, in the MOS Logic category, NEC and IBM led, while Altera claimed the number one position for programmable logic. biz.yahoo.com

To: Paul Lee who wrote (5900)	4/9/1999 8:56:00 AM
From: mark rosenblatt	Read Replies (3) \| Respond to of 9236

Just a reality check: When there are 60 million DSL modems shipped per year some years hence and Aware gets $1/each for a 50% share of the market that is $30M. Not much for a company with a $1.7 billion dollar market cap. For comparison sakes, look at Rambus also with a $1.7 billion market cap and a similar royalty model. Rambus has 100% share of its market. The DRAM market is about $30B and 30% of it could be Rambus in a few years -- leading to a $10B market. At a 2% royalty rate, that is $200M of revenues, a lot larger than the DSL potential. But, this is the Internet. Also, if you really want to do some work, note that the Nortel win is for ADI's ADSL/g.lite chip. When Bell Atlantic (and all the RBOC's) go into real deployment they will use a pure G.lite solution in their DLC's to get better power density (a pure G.lite solution uses much less power than a full rate solution). ADI does not yet offer a G.lite only solution.