Technology Stocks | Aware, Inc. - Hot or cold IPO?


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To: AK2004 who wrote (154)8/28/1996 1:45:00 AM
From: Leo Van   of 9235
 
Albert, more details on the ADI's second generation chipset for ADSL.
Unlike other chipsets on the market, the AD20msp910 includes a full set of hardware and software. It integrates a DSP host processor, a line driver, and control software, plus DMT technology developed by Aware, Inc.This is in contrast to other chip makers who offer only the transceiver portion of the modem.
A certain portion of DMT is AMTX's patent but since the new chipset is designed specially for HFC structures, so more likely not using any AMTX's patent at all.
From my understanding that DMT is becoming a tech-vocabulary and it doesn't mean AMTX anymore.
Regards
-Leo
ps no need to sorry after all we are humans, ADSL humans.-:)))

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To: Jerry Rosenberg who wrote (152)8/28/1996 1:53:00 AM
From: Leo Van   of 9235
 
Analog Devices (partner of Aware) is a bargain stock to buy now.
mentioned in SmartMoney Magazine September 96 .

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To: Leo Van who wrote (155)8/28/1996 3:02:00 AM
From: AK2004   of 9235
 
Leo,
Hey, AMTX is still my choice for now. If I remember it correctly aware ceo (I think) just few weeks ago made a statement that if interop. will become an issue they will pay royalties to amati. Also according to amati's vp adi is going to pay royalties of 3% to 8% on all dmt chips. I will agree with you that the royalties might be just a pocket change since we don't know how much covered by patents. I do not exacly see why patents would not apply to hfc though.
My prior note was mainly a reaction to "amati-killer" since you know my opinion that if dmt is to be implemented on a large scale than amati got an advantage even without any royalties. After all amati'a O.8 is still faster and amati is way ahead in vdsl (I think).
Can you tell me what compression are they talking of in the article. Is it wavelt vod(they did mention image) or what?
Regards
-Albert
ps no sorry here, right opposite.

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To: AK2004 who wrote (157)8/28/1996 4:39:00 AM
From: Leo Van   of 9235
 
Albert, I don't know which one is faster since Aware's transceiver modem is also capable of providing faster rates over shorter distances (up to 8Mbps) that is above Amati's 6Mb downstream but I do know that Aware's doesn't make any terrible noises as AMTX, thanks to DWMT.
about Wavelet , I was referring to VideoWave.
VideoWave is a PCI Bus Mastering (Non-Linear) video editing card that uses the latest in video compression technologies -Wavelet- to deliver true S-VHS quality video capture, editing and playback on standard Multimedia PC's.
about VDSL, just wait and see.
Regards
-Leo
ps hoping one day we will have the same ADSL stock.

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To: Leo Van who wrote (158)8/28/1996 9:35:00 AM
From: AK2004   of 9235
 
Leo
Thanks. Which one do you think we will have amati, aware or something else? <G>
Regards
-Albert

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To: Leo Van who wrote (151)8/28/1996 1:47:00 PM
From: Rupert Baines   of 9235
 
ADI's new ADSL chipset (AD20msp410) is based on standard DMT and does *NOT* use the wavelet modulation (DWMT).

ADI is producing a chip based on DWMT, which is being used in several cable modem (HFC) systems. It could be used over copper too, but would no longer be standard.

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To: Rupert Baines who wrote (160)8/28/1996 2:28:00 PM
From: Leo Van   of 9235
 
You are *misunderstood*
read this from Analog Devices.

Analog Devices' ADSL Chipset Solution

Because the key to ADSL's high-speed data transmission is advanced digital signal processing (DSP), Analog Devices is ideally positioned to become a premier supplier to modem manufacturers.
Drawing on its leadership digital signal processing capabilities, Analog Devices has developed the AD20msp910 chipset solution for ADSL. The AD20msp910 offers two critical competitive advantages for modem manufacturers:

The AD20msp910 is the most comprehensive chipset solution on the market. 2.It includes the lowest cost transceiver, the unit at the heart of the modem which transmits and receives signals.
Because of its completeness, manufacturers using this chipset solution get a head start on design and development of ADSL market-ready modems.
Unlike other chipsets on the market, the AD20msp910 includes a full set of hardware and software. It integrates a DSP host processor, a line driver, and control software, plus DMT technology developed by Aware, Inc.This is in contrast to other chip makers who offer only the transceiver portion of the modem.

By providing a complete chipset, Analog Devices enables modem manufacturers to reduce their development time and costs. To further speed and streamline design efforts, Analog Devices will also provide a PC board layout, schematics, and a reference design. As a result, modem manufacturers can focus their development efforts on adding value to the core ADSL modem technology.

Rupert, ADI's new chipset is designed specially for HFC structure but it doesn't mean it won't work at all over copper wires.

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To: Rupert Baines who wrote (160)8/28/1996 2:42:00 PM
From: Leo Van   of 9235
 
All ADI's ADSL chipsets are based on Aware's technology.
Analog Devices and Aware, Inc.

Analog Devices partners with leading companies throughout the world to provide customers with the highest-performance solutions. For its ADSL product, Analog Devices incorporates software developed by Aware, Inc., of Bedford, Massachusetts.

Aware is a leader in providing bandwidth management solutions for broadband communications, imaging systems, and digital media. Aware's design tools, software products, and chipsets allow users to make the most efficient use of scarce bandwidth resources.

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To: Leo Van who wrote (162)8/28/1996 11:54:00 PM
From: Noel Jones   of 9235
 
I read an article in the WSJ this am or yesterday am that said somebody has invented something to make all the RBOC's routers and switches obsolete. I'll be damned if I can find it again. WSJ and 3am dont mix well. Anyone catch the same story? I will keep looking.
Noel

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To: Leo Van who wrote (162)8/29/1996 2:20:00 AM
From: Techie   of 9235
 
Leo, get a clue! You have been hyping this stock for days now and I don't even think it's worth my time to say anything.

But just one question: do you have any idea who Rupert is??? If you don't I suggest you don't disagree with anything he says about ADI or AWRE for that matter.

Just a friendly suggestion. Nothing more. If you had been around a few months ago, when we used to discuss ADSL technologies in the Amati threads, you wouldn't have posted those replies to Rupert!

Hi Rupert... sorry, but I couldn't resist.

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