AWARE Message Board - Msg: 14008636

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Technology Stocks : AWARE

AWRE 1.810

-2.2%

Jan 30 9:30 AM EST

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To: Scrapps who wrote (193)	7/7/2000 12:31:06 PM
From: Bobo	Read Replies (1) of 2404

Thanx for your opinions Bobo. The price run-up yesterday has got you concerned...huh? <gg> DSL is a big ass market....don't worry...be happy! Actually Scrapps I am short a very small position and would not add below $60. Really not worried at all. Long-term unless Aware can extract royalties across the industry, they are simply worth about $15. It will simply take time for the go-go ramp of dsl to flatten out. Until it flattens out though, bare in mind that my guess is that the vast majority of Aware's royalty is from ADI. Anything that severely impacts ADI's mkt share impacts Aware. You can talk about NEC, Intel and Infineon but they are simply not players. The battle is ADI, Globespan, Alcatel, TI and maybe an emerging player like Centillium. Intel is probably the biggest "rabbit in the hat" for Aware. It remains to be seen what they deliver and when they actually can deliver it. I do not mean to stir things up too much, I simply lost track of thread and had not chatted in a while. I will go away now. I do not want to be the one to piss in the punch bowl while you longs are celebrating. Just don't stay at the party too long.

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