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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 1.970-0.5%3:59 PM EST

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To: Elroy who wrote (7852)2/29/2000 1:22:00 PM
From: Scrapps  Read Replies (1) of 9236
 
Elroy, I think you are 100% right in what you say about QCOM, that is why I think RMBS is a closer business model to compare to...not that QCOM isn't fitting. I should point out that Aware's CEO Tzannes used QCOM as a comparable for what maybe in store for AWRE.

As for Orckit, I think at the minimum it shows AWRE is very much in play in Europe and the others have made darned sure they are interoperatable with AWRE based products. If the release does indicate the use of AWARE based Virata's Helium(TM) semiconductors...it is one of the best things I've ever heard in regards to AWRE. At this point it appears to me to indicate just that.

I just got off the phone with Tzannes and all he'd say when I asked how he was feeling (shhh...I recorded it) was this.

lacky.com
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