Aware(AWRE) - 500 Beiträge pro Seite

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Profile:Aware, Inc. is primarily engaged in the development and marketing of intellectual property for broadband communications. The Company`s principal offering to date has been Asymmetric Digital Subscriber Line (ADSL) technology for the telecommunications industry. ADSL enables telephone companies to use their existing copper telephone lines to offer broadband services. The Company has adopted an intellectual property business model in which it neither manufactures nor sells integrated circuits incorporating its technology. The Company licenses its broadband technology on a non-exclusive and worldwide basis to semiconductor companies that manufacture and sell products that incorporate its technology. The Company`s licensees sell integrated circuits to equipment companies that incorporate those integrated circuits into their products. The Company also offers ADSL hardware products and image compression software products.

http://www.aware.com

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[wutank]

Aware hat noch mächtig Potenzial!

Dsl ist mächtig im kommen....

CTLM-GSPN-TUTS sind schon sehr gut gelaufen.

Dazu notiert AWRE am Book Value!




Hier mal ein Artikel über DSL!




DSL`s Broadband Advantage
Cable has the lead among U.S. high-speed subscribers, but the telecoms and their technology are catching up fast

It comes as no surprise that increased use of the Internet has fueled strong demand for broadband technologies such as digital subscriber lines (DSL) and cable modems. And Americans increasingly feel the need for speed. According to a recent study by Internet measurement company Nielsen/NetRatings, broadband Internet use in U.S. homes increased 59% in 2002, driven by consumer defections from slower dial-up connections.

ADSL appears to be in the catbird seat. Globally, it`s the broadband technology of choice, though it lags badly in the U.S., where cable holds roughly a two-to-one lead on a subscriber basis. However, DSL equipment companies and service providers are taking steps to close that gap.

SUBSCRIBER SURGE. According to the DSL Forum, a consortium of nearly 250 leading industry telecommunication companies, during the first quarter of 2003, global DSL subscribers increased by 5 million. Overall, total global DSL subscribers surpassed 40 million, with an average of 1.8 million people per month choosing DSL broadband.

The DSL Forum forecasts a long-term target of 200 million DSL broadband subscribers by the end of 2005. Strong growth in Europe and Asia, regions that have just begun to build their DSL networks, will likely account for the majority of new DSL subscribers.

In an effort to spur increased broadband subscriber growth, Verizon (VZ ), one of the largest U.S. DSL service providers, slashed its DSL fees from $49.95 a month to $34.95, and to $29.95 when ordered with a bundle of other services. Verizon`s price cuts come on the heels of similar reductions at major telecom company SBC Communications (SBC ), which charges a subscription rate of $35 a month for customers who sign a one year contract.

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Heute schön zugelegt AWRE


Mein Kursziel liegt bei mind.10$(langfristig)

Hier ein Artikel:


http://www.commsdesign.com/news/tech_beat/OEG20030616S0046

ADSL2 upgrades cast doubt on wisdom of using VDSL
By Robert Keenan

EE Times
June 16, 2003 (11:21 a.m. EST)





Atlanta - Recent improvements to ADSL2 and ADSL2+ are moving those technologies into areas once targeted by very high-bit-rate digital subscriber line services, which could slow the adoption of VDSL worldwide. Equipment vendors and chip developers once considered the move to VDSL a no-brainer, but many are now struggling with tricky cost and performance trade-offs.

With its ability to deliver 50-Mbit/second downlink speeds, VDSL was long seen as an evolutionary path for DSL operators, especially those looking to offer video services. But over the last year, the International Telecommunication Union ratified the ADSL2 and 2+ specifications, which increased the downlink performance and reach of each. That makes the move to VDSL a little more cloudy, especially in the United States, where longer loop lengths are common.




ADSL2 and ADSL2+ push the downlink performance of an ADSL system from 6 Mbits/s into the 24-Mbit/s range. When coupled with emerging compression schemes, this could be good enough to support broadcast video services, said Peter LeBlanc, vice president of marketing at Aware Inc. (Bedford, Mass.), a developer of silicon intellectual property for communications applications. "Unless you`re doing HDTV, ADSL2 links can support multiple video streams," LeBlanc said.

VDSL also carries a penalty on the hardware front, said Angelo Stephano, vice president and general manager of communication processors for GlobespanVirata Inc. (Red Bank, N.J.), a supplier of broadband communications ICs. A move to VDSL will require equipment changes and new operational expenditures, which may stop some carriers, he said. But ADSL2 and 2+ can be handled by firmware upgrades on some of the chip sets already in development, Stephano said.

These issues have equipment vendors rethinking their plans. "All we care about is, what does the customer want?" said Jeffrey Weber, vice president of technology at Next Level Communications Inc. (Rohnert Park, Calif.), a longtime VDSL backer. Next Level now supports both VDSL and ADSL. It is rolling video services over ADSL links, and is looking closely at delivering video over ADSL2/2+ links.

Catena Networks (Kanata, Ontario) is taking a wait-and-see approach to VDSL. "Frankly, right now, most of the market is in ADSL," said Steve Bauer, vice president of corporate marketing at Catena.

Nevertheless, many carriers worldwide remain committed to VDSL. In South Korea and Japan, where shorter loops dominate, VDSL is used to bring connectivity to campuses, apartment complexes and the like. The same trend is evident in Canada, where Bell Canada plans to deliver video services to the multitenant/multidwelling market via VDSL, said director of access networks Jean Huppe in a briefing at Supercomm 2003 here earlier this month.

One of the big challenges for VDSL relates to its reach. While its higher data delivery rates vs. ADSL2/2+ provide an advantage in shorter loops, VDSL performance suffers in the range of 5,000 to 12,000 feet, dropping below even ADSL.

Current specifications call for ADSL systems to operate at +20-dBm output power and VDSL systems at +14.5 dBm. But some manufacturers are looking to increase VDSL throughput by increasing its output power to +20 dBm in order to better match ADSL performance, said Behrooz Rezvani, founder and chief technology officer of IC developer Ikanos Communications Inc. (Fremont, Calif.).

Increased interference?

But increasing power could have an adverse effect on VDSL performance. Designers could distort the power spectral-density mask of a VDSL channel, which could increase interference in DSL networks as a whole. Also, Morgan Chase, broadband systems product manager for Nokia, said an increase in output power would create nonstandard VDSL implementations, which could cause interoperability headaches for carriers.

The integration of VDSL and ADSL2 at the silicon level is another option. Ikanos, STMicroelectronics and GlobespanVirata all plan to provide silicon solutions that combine ADSL and VDSL functionality. This would allow VDSL systems to revert to ADSL2+ once loop lengths extend beyond 5,000 feet in order to maintain data rates, said Ikanos` Rezvani.

But the processing power required to support both standards can be up to four times greater than for existing VDSL solutions, said Cyrus Namazi, senior director of marketing and applications engineering at Infineon Technologies AG. "Do you want to have that extra cost?" he asked.

Namazi said Infineon believes the best approach is for carriers and equipment vendors to implement VDSL-only and ADSL-only cards in their systems. This will allow IC companies to push process and integration on VDSL and ADSL fronts separately to develop lower-cost solutions. "Bring it together at the backplane," he said.

Meanwhile, many in the industry remain concerned about interoperability, said Aware`s LeBlanc. Silicon availability could also be a hindrance. ADSL2 solutions from Analog Devices, Centillium and Texas Instruments are just landing, and other companies, like STMicroelectronics, are still working on ADSL chips in their labs.

Robert Keenan is editor in chief of CommsDesign.com, an EE Times Network Web site.

http://www.eet.com

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AWRE sieht gut aus!

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Die 3$ werden diese Woche genommen!

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11:53AM Aware upped to Neutral from Underperform at Baird; target $3 (AWRE) 2.37 -0.03: The upgrade is based on better top-line prospects, lower quarterly cash burn rate, ADSL2 and ADSL2+ prospects and the potential for new customers. Firm raises price target to $3 from $1, which is based on 2x its fiscal 2004 revenue estimate and is well below its historical average of 6x or higher.