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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.420+3.0%Nov 14 9:30 AM EST

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To: Scrapps who wrote (7587)2/16/2000 8:39:00 PM
From: Bobo  Read Replies (1) of 9236
 
Scrapps,

You forgot to mention the part about them not "being technically wed" to AWRE and that they "have their own sw development team." I do not recall these aspects of ADI before. I think they said alot of what they ship "is still AWRE sw." If I recall, this is down from all of what they ship being AWRE.

I wonder how long before they decide that AWRE's 10% royalty is eating up their gross margin in an increasingly competitive chip market that is becoming a bigger part of their revenue base.

Now see if you can pull a RMBS so I can get a big fat entry point for my short. It will be win/ win. You'll be happy with $100 and I'll get a good entry point. You will take the $100 won't you Scrapps? You might want to think about taking your $50 or $60.
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