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

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

AWRE 2.150

+0.5%

2:34 PM EST

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To: Scrapps who wrote (8933)	5/17/2000 2:23:00 PM
From: Perry P.	Read Replies (2) of 9236

I have not had a chance to listen to conference call. But in response to your comments: Btw. Two items we should explore further are (1) DSL chip shortage. (2) Is AMD building ADSL chip-sets? IMO the ADSL chip shortage world wide will work to AWRE's favor. I will get going on researching the DSL chip shortage and AMD. I agree about the chip shortage working in Aware's favor. Whenever there is money to be made, companies flock to that area in droves. The only way these companies can get in on the action in a timely fashion is by buying someones technology. I am sure Aware will get their fair share of the new companies. Also, I was wondering if this hurts the smaller players like Virata because they don't have the capacity like the big boys do. Nor do they have the clout with their suppliers when supplies are short. I'll see what I can dig up. Perry P.

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