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

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

AWRE 2.510

+0.6%

3:58 PM EST

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To: Elroy who wrote (8608)	4/19/2000 10:40:00 AM
From: Terry D	Read Replies (3) of 9236

Analyst Updates - as some of you have noticed, the earnings projections from some firms are fully taxed while others are pre tax - so there are discrepancies. RobbyStephens - 00 - go from 25 to 27cents 01 - go from 43 to 49 these must be after tax - impressed with cash position going up to 6 million - like lack of inventory on balance sheet H&Q - 00 - go from 38 to 42 01 - stay at 70 cents pre tax - say this report validates royalty biz Warburg - 00 - go from 39 to 42 (27 TAXED) 01 - go from 70 to 75 (48 " ) 02 - at 1.33 (85 Taxed) So what have we got - Revenues in line - but royalty/equip mix surprising - a company with 75% fully taxed earnings growth - a company moving quickly to a royalty based revenue stream - new projects, new customers, company going balls to the wall Gross margins are 100% for royalties vs. 70% for equip and 30% for contract So any small bump in royalty revenue has a huge impact on the bottom line. This is the purest, most leveraged play on DSL out there - so if you believe in broad band, and in DSL's role in delivering it - AWRE IS THE PLACE TO BE. ps - Warburg target - 68.

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