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

To: Michael F. Donadio who wrote (6201)	4/30/1999 10:42:00 AM
From: Scrapps	Read Replies (2) \| Respond to of 9236

Michael you should short Aware based on your research maybe. I'll remain long. If you are don't understand why TI touts Amati and leaves Aware out of their PR that is fine with me. I don't think any knowledgeable person on this thread would pick DSL Lite over full rate if they had a choice and cost were within reason. As for Aware not being mentioned...you are right. Aware isn't mentioned by many of their technology users. Siemens and Newbridge seldom if ever mention Aware in their MainstreetExpress products, Cisco, Nortel, Compaq, LU and others tend to blow their own horn and not mention Aware either. This is the same as Dell not mentioning BELFA, SCI or Flextronics when they use them. TI says: "Standard ADSL requires a POTS splitter device (either separate or built into the modem) to separate the POTS and ADSL frequencies. However, this requires the intervention of a telephone company technician to come and install the splitter at the customer premises and new wiring. The advantage of “splitterless” operation is that no new wiring is necessary, and a customer can simply utilize the DSL modem by plugging into any available Telco jack (similar to today's paradigm for voiceband modems). On the other hand, splitterless operation does imply interference between the POTS and ADSL frequencies. A new ITU standard called “G.lite” is expected to address splitterless operation. The “lite” comes from the fact that the speeds supported by this standard will be less than full rate ADSL. The lower speeds will provide approximately 1.5 Mbps downstream, which is still an order of magnitude better than the data rate of voiceband modems (56 Kbps)." As with most items in regard to G.lite found on the TI site...that too is dated. As is the Amati patents on ADSL...some were from 87-89 and have expired. Now note these two news releases. This from Aware. BEDFORD, Mass., February 3, 1999 ¾ Aware, Inc. (NASDAQ: AWRE), a worldwide leader in xDSL (digital subscriber line) technology for high-speed Internet access, and Siemens' Information and Communication Networks group, a worldwide leader in end-to-end solutions for voice, data and mobile communication networks and a group division of Siemens AG Berlin, Munich, Germany, today announced a strategic alliance agreement under which the companies are defining the next-generation architecture for Siemens' DSL-enabled EWSD central office switches. The Siemens EWSD switch is the most widely sold carrier-class switching system in the world. aware.com; This from TI. NICE (April. 22, 1999) -- Texas Instruments and Siemens Information and Communication Networks Group announced today the development of a highly-integrated line card for Siemens EWSD central office switches. The line card uses asymmetric digital subscriber line (ADSL) G.Lite technology, which supports voice and data communications simultaneously in accordance with ADSL G. Lite specifications. ti.com; So there you go big guy. It's not hard to see that Aware and TI are working with Siemens to produce this new switch. TI is providing hardware in the form of chips and Aware...well here is what they are providing in Aware's own words... "Aware Architecture in Siemens Switches - Aware and Siemens ICN are collaborating to integrate Aware's standard-compliant DSL technology into Siemen's central office switches. Aware's broadband technology will be used to define the next generation DSL architecture that will integrate voice and data for the central office. In this capacity, Aware and Siemens will offer solutions to service providers that are easy to provision, operate and maintain. I should get an A+ for this because I've done both our homework. <gg> Regards, Scrapps