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

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

AWRE 2.300

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11:19 AM EST

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To: Bill F. who wrote (7685)	2/21/2000 10:51:00 AM
From: Jess Beltz	Read Replies (2) of 9236

Bill, (1) If you thought Cymer was going to go down because of the problems in Asia, why didn't you say so at the time, in the interview? I suppose it is possible that you did make these points to the editors at Barrons, and they simply chose not to print them, but rather they printed these other things, none of which proved to be true, either at the time or afterwards (with the possible exception of the inventory oversupply, which I simply do not know about.) It was only marginally possible that Lamda whatever would eventually be a competitor. There simply were a lot of inuendo comments going on all over about the stock, which received attention in "the interview", and not a peep about the shifting market dynamics at the time. I remember the Montgomery Securities downgrade on the heels of the PR disaster in September wherein Cymer announced they had had an order pushout but didn't want to comment. Montgomery Securities perhaps did downgrade the stock for the right reasons. Your comments are different. The article is there for all to see, and there's not one mention of the linkage between Asia and the semi equipment manufacturers. The comment about Cymer's business simply drying up speaks for itself. By the way, the stuff that you talk about in the reply WAS known to everyone of us on the Cymer thread at the time. (2) Let me apologize for insinuating that you timed your comments to take advantage of a sector that was (a) heavily shorted at the time and (b) falling in price/valuations. I'm sure you did no such thing. Let me also say that I personally do not (a) think short sellers manipulate the prices of stocks, or (b) think that they are evil people. They simply choose to buy low/sell high in the reverse order of investors who go long. Factual information is just as important to them as it is to people who hold long positions. Good luck with your investing Bill. Jess.

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