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

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

AWRE 2.200

-0.5%

3:05 PM EST

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To: TREND1 who wrote (5135)	12/3/1998 12:16:00 PM
From: Elroy	of 9236

Hal, your point seems to be that g.lite may not work on all phone lines in the U.S. That's probably correct. But 100% penetration isn't necessary for Aware to be successful. In order for Aware to do well, all we need is for some CLECs to deploy xDSL using 3Com, Siemens, Lucent and/or Analog Devices chips and equipment (or any of Aware's other liscensees). It seems to me that that is going to occur. Aware's financial results at the moment are decent (break even) with virtually zero percentage penetration of xDSL. As some penetration occurs over the next 1-3 years, Aware's financials should improve, and hopefully the share price will go up. Not knowing the details of any of the liscensing agreements, it's nearly impossible to forecast the revenue or EPS growth for the next 1-8 quarters (so I would ignore teh 13 cents EPS in calendar '99 that analysts are expecting). The thing I'm fairly confidant in is that AWRE's revenue and EPS will improve from their current levels, and usually that translates into a rising stock price. That's why I'm holding onto my shares. Of course, I wish I'd bought last September rather than last June! Elroy

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