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

To: Scrapps who wrote (5929)	4/9/1999 2:31:00 PM
From: RTev	Read Replies (1) \| Respond to of 9236

This is a general question to the board: Yesterday, I box a box from my DSL line provider, USWest, that included a new Cisco 675 DSL router. The accompanying letter said that the reason for replacing the box is that the new one can be updated remotely by USWest. My guess is that the new router (which replaces the original Cisco 675) will let them do a soft-update to respond to any changes in g.Lite specification in June. So here's the question: Where does AWRE fit into the revenue stream here? Obviously, USWest gets some of my money when they bill me for the line. Cisco gets money from equipment on both sides of the line. As I understand it, Aware holds some patents that Cisco must use to provide its DSL solutions to the telephone company. Correct? Aware's patents are what allows the telco to provide the DSL service with CO changes alone and without making any changes to my line. Right? But it seems like they'd still be a small part of the revenue stream. I guess I just don't see the reason yet for some of the excitement I've been hearing about this stock.

To: Scrapps who wrote (5929)	4/9/1999 5:12:00 PM
From: richard li	Read Replies (2) \| Respond to of 9236

i'd have to guess that they're using lucent's wildwire chipset which is a dsp implementation of both v.90 and g.lite. various compaq's have incorported this capability for a while now. i'd also guess that this telocity must be offering dual mode modem for folks, indeed i'd expect all dsl modems intended for consumers to be dual mode given the spotty availablity of dsl, (think dual mode cell phones...) i'd have to opine that the run-up in aware is overdone. while its great to have bel on-board, they actually lag the other rbocs. if you remember the big rboc dsl consortium a year ago or so, bel wasn't part of it and they still had their bets on the cap technology of wstl also, alcatel's solution, at least last time i saw the press release is not g.lite but full rate g.992.1 btw, if anybody is still wondering, awre get paid thru patent royalties, e.g. their g.lite as sold thru analog devices chipsets and lucent chipsets... (think rmbs) -r