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

To: Scrapps who wrote (6199)	4/30/1999 3:16:00 AM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 9236

Scrapps, thanks for helping me to learn a lot today. I spent this evening searching the Texas Instruments website to see if I could find a reference to Aware and or technology licenses with TI. The only one I found with respect to AWRE was the one on the X2 you referenced and which was prior to TI's buying of Amati. I found an "Issue and Solution" paper by TI on "Universal DSL Deployment of G.Lite" from September, 1998 (http://www-s.ti.com/sc/psheets/spaa007a/spaa007a.pdf). This makes it fairly clear to me that what you quoted in your reply and what I thought is accurate. Paraphrasing from the TI paper, g.lite is a splitterless ADSL modem leveraging the standards of "ANSI T1.413i2 for full-rate ADSL" wherever possible. Texas Instruments is developing their own g.lite version by "leveraging its world class programmable C6x DSP technology, mixed signal technology and Amati's DMT leadership and field trial expertise". Not only is AWRE mentioned nowhere, but in what I believe to be a negative elliptical reference: B.6 ...Significant portions of the ANSI T1.413 standard were developed based on Amati's field experience and leadership in DMT line coding. Texas Instruments is an active member of the ITU, the ADSL Forum, the ATM Forum the ANSI T1E1 committee, the UAWG and all relevant standards organizations and ad hoc groups. Many Texas Instruments engineers are not just participants in the discussions; they have served as editors in drafting evolving standards. ...Through the first half of 1998, the market has seen a spurt of activity and announcements capitalizing on the notion of a "lite" (or consumer") version of ADSL and "splitterless" operation for reduced complexity. These opportunistic announcements have served to confuse the market to promote their proprietary solution. Unfortunately, such vendor specific solutions have little chance of interoperability. They have also diffused the impact of standardizations efforts under way." You always make the Aware thread and interesting place to lurk, Time to Produce Happy(maybe horny) Dreams Michael