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

To: Scrapps who wrote (5938)	4/10/1999 12:12:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 9236

Hey there Scrapps; long time. How much of AWRE are you still holding? How you stayed in fully for all of this? AWRE has turned into an internet stock! Funny that none of the other DSL stocks are moving.

To: Scrapps who wrote (5938)	4/10/1999 3:00:00 PM
From: richard li	Read Replies (3) \| Respond to of 9236

from aware's 10k : ADI 29% Lucent 18% Siemens 14% 3COM/USRobo 8% nobody actually says so, but we can probably connect a few of the dots. siemens and newbridge are technology partners in telco systems with the former reselling switches produced by the latter. chances are siemens chips with technology licensed from aware are probably involved. as for alcatel, their current generation of chips were introduced prior to g.lite. moreover, they seem to favor implementing ATM over adsl, a expensive network technology probably unlikely to see much use in a consumer oriented adsl, but could have applications in the SOHO market, but that is also a market likely to afford full rate adsl. most chip makers like alcatel, analog devices, etc, probably purchased the g.lite license from aware, but product positioning and competitive technologies like full rate dsl are complicated. remember, aware did not invent adsl. bell-labs and plenty of smart companies contributed along the way. the key is that g.lite is the right combo of price and performance AT THIS TIME. recall the progression, v.22, v.33, v.90. -rich p.s. less anybody thinks i'm a short, i've had a position in awre since jan'98. i may be a bull, but i don't think they invented sliced bread and a run-up in the stock does not convince me so.