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

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

AWRE 2.200

+2.3%

3:50 PM EST

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To: FoxGlove who wrote (4668)	11/15/1998 1:08:00 PM
From: TARIQ HASNAIN	of 9236

There is one other competitor to aware: orckit communications(ORCTF) , an israeli company engaged in adsl. I know that they are adsl core suppliers to GTE because I work for a subsidiary of Fujitsu, and about six months back, Fujitsu signed a big contract to support, adsl nationwide network for GTE. ORCTF has joint technology partnership with Fujitsu for adsl. This information is public, and can be easily verified. The bottom line is, ORCTF and not AWRE will benefit from any ADSL related development at GTE. Don't dream up hopes here!!! I have owned awre in the past all the way from 10 to 4.75 and back to 11, and I did not think it would go much further. I still think that adsl offers no advantage over cable modem, especially when the per month usage fee currently being charged for adsl, where available, is much higher than cable modem. As long os the adsl is not competitive with cable modem, which is more readily available and cheaper,there is'nt much chance for this stock runup to continue. It should be back to $12 +-3, as it has done in the past. I give 3 months top for this current hoopla to die down.

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