AWARE Message Board - Msg: 14102615

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Technology Stocks : AWARE

AWRE 2.170

-2.3%

Nov 19 3:54 PM EST

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To: Scrapps who wrote (350)	7/25/2000 11:54:10 AM
From: Elroy	Read Replies (2) of 2404

Today may not be the day that determines whether STM is an active customer or not. Someone more knowledgeable about the semiconductor chip business might be able to help. IF STM just announced the chip today, when have/will they begin selling the chip to their customers? In the software industry, companies often announce products that are goign to be available 3 months from now. Does anyone know the patter in the chip industry. Following normal chip sales, when should we expect STM to have some decent revenues from the newly announced chip?? Keep in mind, if STM is just beginning to ship the chip today, counting in a one quarter ramp (my guess), we wouldn't expect AWRE to get any meaningful revenue from the chip until Aware reports March 2001 (which would be Aware's royalties from STM's Dec 2000). It is possible this is finally the product that is the result of STM's licensing Aware technology oh so many quarters ago, but who knows?? Elroy

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