AWARE Message Board - Msg: 14135861

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Technology Stocks : AWARE

AWRE 1.810

-2.2%

Jan 30 9:30 AM EST

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To: Perry P. who wrote (439)	7/31/2000 3:51:25 AM
From: Scrapps	of 2404

The Fool proves to be just that. If you listened to the Aware CC they missed something.... On the risk side, investors should keep in mind that the company is still small -- and dependent on a few customers, claiming only seven overall. The bulk of the company's royalties is from Analog Devices, and five customers each account for more than 10% of Aware's revenues. A loss of any of them would probably cause a significant hit to the company's earnings. If I heard correctly...and I'm sure I did...the CEO said they have NINE customers ( btw. I think Elroy has correctly I.D.ed 8 of them) with seven providing revenue accounted for in Q2. Due to certain benchmarks in their contracts a customer may not be required to pay fees in a particular quarter. Also he said seven customers paid fees on ten chipset projects (deals) in Q2. Also, if Aware lost a 10% revenue contributing customer or two it is very possible another customer could cover that loss with increased and/or new shipments of chipset. It isn't wise...IMO...to think Aware will be successful in very chipset design. In announcing AMD as a customer it is my thinking there could very well be product either ready to ship or already being shipped....thus we could see it show up on the bottom line in the next earnings report. Just my thinking and it maybe worth just what you paid for it. <g>

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