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: Terry D who wrote (8964)	5/20/2000 2:52:00 AM
From: Scrapps	Read Replies (2) of 9236

Have you seen this on SI's front page????????????? siliconinvestor.com Message 13734265 Terry Davies You said: "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." Then I pointed out that wasn't in the ADI CC. Later you said you'd gotten that from the Warburg release. but we all know now the Warburg release was a reiteration of a buy and an increase in the AWRE price target to $100. I listened to the ADI CC and did not hear anything close to what you claim. Please set the record straight! If it's in the Warburg release...where did they come up with that? There are 5 analysts who follow AWRE...non of the others have said anything about that. One only needs to go to the ADI website and their Investor relations page to get to the replay. The very last question in the call is where to go....couldn't be any easier! Oh this maybe easier: corporate-ir.net

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