AWARE Message Board - Msg: 14222181

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Technology Stocks : AWARE

AWRE 2.230

-7.9%

Nov 17 3:59 PM EST

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To: Bobo who wrote (590)	8/16/2000 10:33:28 AM
From: Peace	Read Replies (1) of 2404

From Sthephens : Aware (AWRE; BUY; Price-$45.44; Target-$71) Aware's largest customer, Analog Devices (ADI-$82.88), raised its internal estimate of the number of DSL chips it would sell this year to 7 million from 6 million. We calculate this could add $0.04-$0.06 to AWRE's EPS for 2000. Another positive factor for AWRE is that both telecom companies in South Korea are rolling out DSL on a large scale and that both use chips that carry Aware's software. A similar situation is occurring in Hong Kong. At this point we are not revising our earnings estimates, but we believe there is meaningful upside to the 2000 numbers. Analyst: Charles W. Pluckhahn, CFA, 617-239-7514.

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