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


To: Scrapps who wrote (6202)4/30/1999 10:56:00 AM
From: Paul Lee  Read Replies (2) | Respond to of 9236
 
my hero



To: Scrapps who wrote (6202)4/30/1999 12:42:00 PM
From: Michael F. Donadio  Read Replies (1) | Respond to of 9236
 
Yes Scrapps you definately get an A+ as well as brownie points.-- and Tim, great references.

I'm not shorting AWRE nor selling, because I believe the whole ADSL sector will eventually explode. Aware was just first. I'm even tempted to buy more if it falls below 50 because their business model seems to be working and success speaks for itself. I just have some reservations as to who is doing what and with what patents.

You might call me an ADSL junkie. I've been into it since January 1996 with Amati. I used my proceeds from Amati to go into other ADSL directions: TXN, WSTL, AWRE, PAIR, CSCO, and ALA. Some of which are pure plays, some of which obviously aren't. I'm not a trader so the agonizing slow pace of deployment kills me. As one poster used to put it, it's like chinese water torture (Pat Mudge).

My only comment on your last post was that Amati's patents to my knowledge are still viable which is why TXN spent so much money for it and why 1/2 of my Amati proceeds went there. The last time I checked they were for 17 years. I don't think I'm wrong, but then again I'm getting older. As far as the nature of the Amati patent and licensing here is a good article:

ti.com

SAN JOSE, CA, June 21, 1996 -- Amati Communications Corporation (NASDAQ: AMTX), released the following information to attempt to clear some published erroneous reports.
... Amati holds the patent rights for the standard technology basis of the ADSL service known as Discrete Multi-Tone(DMT). Companies that are developing standard ADSL products license their technology from Amati.
Motorola and Northern Telecom are among the companies that have licensed the Amati technology.

... Amati is the developer of the T1.413 standard for ADSL which is the Discrete Multi-Tone technology, DMT;
AT&T Paradyne only offers a non-standard, proprietary version of technology and has yet to be able to deliver any standard compliant products or technology; and Westell, also mentioned in the reports, has announced availability of both Paradyne non-standard and DMT-standard products for future installations.


All the best,
Michael

P.S. For historical interest:
ti.com
ti.com
ti.com