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Technology Stocks : AWARE
AWRE 1.790-1.9%Feb 2 3:58 PM EST
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To: Scrapps who wrote (120)6/28/2000 10:23:00 AM
From: Elroy  Read Replies (1) of 2404
 
The 9 cent estimate for the June quarter makes zero sense. With ADI and xDSL sales growing like crazy, the royalty revenue line has got to go higher, and we can assume the test product and contract revenue lines to stay level, at least. The only way they would make the same amount they made last quarter is if....

1- They are ramping expenses, but I don't recall that guidance from the previous conference call.
2- They have run out of tax loss carry forward (??)

I would expect a dime or eleven cents, although since the royalty line is the one that is growing and the royalty gross margins are 100%, at some point in the future I'm hoping for a blowout quarter where they hopefully seriously increase forward expectations - maybe when they finish the Intel contract (if it is still ongoing).

Elroy
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