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

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

AWRE 2.060

-4.6%

Dec 8 3:59 PM EST

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To: Jess Beltz who wrote (7668)	2/20/2000 10:05:00 PM
From: P314159d	of 9236

I don't share your views about the lack of a protracted bear market or Internet bubble bleeding on the market overall. A sector of such huge value can cause major side effects when the margin calls come a calling. And the market is not all that efficient with its information assessment, even though it can be disseminated quickly via the net. Today no-one cares about the bricks and mortar retailers or the B and M telco infrastructure, namely the RBOCS, You cannot discount the SBC business model against PCS so much to account for these valuation differences. It is WS hype that gets it to these levels. And that hype can go away. In the early 70s, just before the last big inflation bubble began, the same held true to the greatest tech stock of the then next decade. Xerox. It never recovered it is same lustre. What if CSCO (every Mutual funds' dream stock) were the 70s Xerox of the first decade of the millenium. That too would create the sort of protracted bear that hit the market back then, overvaluation and inflation creep and the end of a dream stock era. It can happen. But DSL still becomes the growth industry of the next 2-3 years, albeit with a lower valuation of 20-30%. I still like those chances.

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