AWARE Message Board - Msg: 14031801

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Technology Stocks : AWARE

AWRE 1.810

-2.2%

Jan 30 9:30 AM EST

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To: Perry P. who wrote (250)	7/12/2000 10:36:28 AM
From: Scrapps	Read Replies (1) of 2404

You need a cyber-slap my friend...calm down. As we all know AWRE gets paid on chips when they ship. That is what causes the the quarterly lag in reported revenue....REMEMBER???! Now how in the world would one know how a chip is being used once in the market place...no way. So they get paid if the technology is included in the chipset. You build a car with one company's fuel injection technology you pay them royalties....who cares if your customer just parks it in the garage? In AWRE's case it's per chipset...not for the chipset use there after. As for Lucent I feel we're doing okay, but I don't think they've got the edge on ADI in this area. Hopefully we'll hear more on the 25th during the CC. Did you go short...or is it the margin? None of us will hold it against you if you sell.

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