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Technology Stocks : AWARE
AWRE 1.995-1.3%Jan 6 3:59 PM EST
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To: Peace who wrote (1227)10/19/2000 3:40:59 PM
From: Elroy   of 2404
 
In addition to what folks have said, I would like to see royalty recognition from customers other than ADI/LU, or at least a forward looking statement saying that they expect royalty recognition from customers other than ADI/LU in the December Q.

Still, the royalty line is the line we care about, and 30% sequential growth is pretty phenomenal. Expenses are staying flat, so royalty revenue growth falls straight into EPS. I think their long term target has royalties constituting 96% of revenues (anyone remember this from when they changed their business model from a product model to a licensing model 2 years ago??), so there is plenty of room to go.....

Elroy
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