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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 1.900-3.6%Dec 30 3:59 PM EST

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To: Perry P. who wrote (8443)4/13/2000 3:04:00 PM
From: Perry P.  Read Replies (1) of 9236
 
One positive note about a few of the analysts is the coverage of the Lucent Wildwire announcements. I like the fact that Robertson Stephens expanded on the Lucent announcement. I think they realized the impact that will have on Aware. Solid sales to a big company like Samsung and long term agreements. Also they pointed out the fact that Lucent incorporated full rate ADSL in their modems. This is big because now Lucent modems can be used by almost any Central Office equipment. It is no longer dependent on G.Lite. I also remember a press release about Flashcom and Lucent partnering so Flashcom's customers can simply call up Flashcom and get connected. That announcement was in January. I know Flashcom is the largest DSL ISP in America right now. I am sure this will help Lucent sales also.

Perry P.
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