We believe that because of the spotlight on these pioneers, investors have incorrectly assumed that their problems mean the ADSL market has slowed. We do not see this at all. Customer demand for ADSL services remains robust and far from satiated. Finally, we believe that there are three advantages that Aware enjoys that positions us to be successful within the ADSL industry. Aware has an early mover technology advantage - ADSL technology is not a commodity.
Technology can favorably affect the profitability of service providers ADSL offerings.
Better technology means more subscribers. Aware has been working on physical layer ADSL technology since 1993. We believe that most of our competitors technology is today where we were several years ago. With ADSL technology from Aware, our customers bring our early mover advantage to bear in their ADSL chipsets quickly. Product diversification Aware has diversified its presence in the ADSL market by working with different customers on chipsets targeted at specific DSL platforms.