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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AWRE 2.110

+2.4%

3:54 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Scrapps who wrote (7773)	2/24/2000 12:30:00 PM
From: Elroy	of 9236

I think we can expect big upside surprises in EPS. The increase in chip set sales should ramp the royalty revenue line faster than currently expected, and I believe that line is 100% gross margin, and should flow directly to earnings. The other two revenue lines (contract and product) probably won't ramp much more than expected (I guess). Contract can only ramp as quickly as AWRE can hire qualified ADSL engineers (not too quickly), and I don't know if test equipment corresponds directly to chip unit volume (maybe it does, do they test every chip on an AWRE machine, or just test the prototypes??). The EPS estimate for 2000 has got to be a sandbag number (artificially low). The consensus for March Q is 7 cents, but they made 8 cents in December. I can't imagine that the EPS is going to decline sequentially. Some of the analysts must not be paying close attention to their models. I was hoping to sell around $60, but I guess I'm holding on for another year...... Elroy

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next