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

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

AWRE 2.220

-0.4%

Nov 18 3:59 PM EST

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To: Scrapps who wrote (8961)	5/18/2000 2:34:00 PM
From: Terry D	Read Replies (2) of 9236

Yes - sorry it took me so long to do this - but my First Call is on my laptop so I can't cut and paste. Here is the very short version before a 2:30 meeting. All revolves around ADI's call. Bad news - ADI hinted strongly on the call that it is working on its own ADSL/G-lite - (Which I may be alone in guessing has more to do w/ negotiating royalty rates than anything else) - may make DSL chips in future w/out AWRE. BUT - ST Micro (France) Infineon (Germany) NEC and INTC would make up short fall. ADI is obviously the majority of royalty sytream - but LU is 20-30% or higher (sic) Based on ADI projected 6m sales - bumped AWRE's #s to .28 .58 1.00 from .27 .48 .85 for 00, 01, 02 respectively. 100 target is 100x 2002's buck, with AWRE sporting a 100% growth rate. ITS A VALUE PLAY!

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