Amati vs. Aware Message Board

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Technology Stocks : Amati vs. Aware

AWRE 1.810

-2.2%

Jan 30 9:30 AM EST

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To: Leo Van who wrote (67)	8/20/1996 5:32:00 AM
From: AK2004	of 221

Leo, your points are good. But I still do not buy your comparison with amtx. You have 18+M shares of awre outstanding. With a 30 and above it will push the market cap of the company well above a half of B while at under 10 amtx will be at around 170M. We are talking of a different scale here now. I would think if copper-wire adsl will not be good then both of the companies are in deep trouble to say at least. Amtx probably would be deeper but who would care if would be a mile under water or 500 feet the result is the same. If copper is to be implemented then both of the companies would end up with big profits but I suspect amtx will get a bigger share. Niether of the companies will get the lion share of the market but it's ok since both of the companies are fairly small. Since downside risk is the same for both companies no metter what the difference in the current cash of the companies and upside is somewhat better for amtx I will hold amtx, IMHO Best Regards -Albert ps you working late too, ah?

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