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

To: dtech114 who wrote (5928)	4/9/1999 2:13:00 PM
From: Scrapps	Read Replies (1) \| Respond to of 9236

Check this out...isn't NN using Aware via Siemens Carmel DSP? data.com data.com

To: dtech114 who wrote (5928)	4/9/1999 3:43:00 PM
From: SteveG	Respond to of 9236

you're right. After sniffing around more and talking to some folks, I don't get the sense that they've discovered fire. They are DSL agnostic, which means their technology can be made to interface with any other flavor. But their 1.5Mbps limitation seems to steal their thunder. They do have some other interesting tech like CO oneway circuit testing which does line qualifications without a truck roll or CPE, so maybe Cisco or NT buys them. THEN they could be a more serious threat to AWRE and G.Lite. check out their pdf And here's some NT details from CSFB for Tim: Northern Telecom is a leading provider of public and private networks, communi-cations systems and software, data networking systems, and business telephone systems to service providers and enterprise customers worldwide. Bell Atlantic announced three five-year contracts for access infrastructure with Nortel (for next-generation digital loop carrier systems– NGDLC - and related CO-based xDSL gear), Alcatel (ADSL and NGDLC) and Westell (ADSL) totaling over $1.4 billion. Seperately the carrier awarded Nortel a $400 million agreement for its DMS switch systems. We would highlight the Nortel access win as a mar-ket share gain for the company, given that Nortel has not had a material installed base of NGDLC equipment at the RBOC to date. Prior to these announcements, Bell Atlantic's access equipment vendors included Alcatel and Lucent. We would characterize the remaining announcements as extensions of existing relation-ships with the carrier. We project Nortel's revenue from the switching contract (currently shipping) will be front-end loaded and estimate shipments of the company's access platform, scheduled to begin in Q4:99, will be linear over the contract period. Under the agreement, Nortel will deliver its AccessNode and Universal Edge 9000 (UE 9000) next-generation access products. The UE 9000 is one of the first inte-grated voice/data access platforms to support standards-based ADSL. General availability of the product is slated for June. In addition to the Bell Atlantic win, the UE 9000 is currently in trials with several other carrier customers, as such we believe additional carrier announcements could occur over the next few months. Nortel is a primary beneficiary of the compelling global demand fundamentals for communications equipment. The company's differential advantages include a comprehensive product portfolio, a systems approach, global reach, and out-standing customer relationships. Following the completion of its $9 billion acqui-sition of Bay Networks, Nortel boasts a complete portfolio of enterprise voice and data networking systems and an extensive set of telecom network solutions sup-porting wireless and wireline applications. In addition to improving demand fun-damentals, we believe management has sharpened its focus on enhancing the company's cost structure, creating the potential for an improved operating margin performance. We estimate Nortel can post annual top-line growth of 13-15% on a pro forma basis and 20% annual increases in earnings per share over our three-year forecast period. Reiterate Buy rating.