Aware, Inc. - Hot or cold IPO? Message Board

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

AWRE 2.200

+1.9%

Dec 1 3:50 PM EST

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To: FISHERMAN who wrote (3360)	4/17/1998 7:53:00 PM
From: dougjn	of 9236

What I'm trying to get a handle on is what the upside possibilities are for this stock. After all, its got a quarter billion market cap on 8 million of yearly run rate revs. The real issue is its a midget with good technology, maybe great, with a royalty model. Its not clear to me to what extend if at all it has its flavor of xDSL locked up with patents, copyrights. After all, there is lots of talk of interoperability and of committee established standards. There will be a ton of money made on xDSL over the next few years, I am sure. It looks like LU will be in on it (though it may not be a big % for them.) The question to me is to what extent Awre will profit if Lu and others get good share. What kind of royalty stream in feasibile here? Assuming, that is that Awre/Lu get the customer premesis win from the box maker boys. Doug

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