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Technology Stocks : AWARE
AWRE 2.085+5.8%11:58 AM EST
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To: Peace who wrote (966)9/26/2000 11:58:54 AM
From: Bobo  Read Replies (1) of 2404
 
That wouldn't be enough, we need it much higher than that. I dont understand your logic. If you think it is going to 50 and then 20, you should be long now not short.

Have been in and out of my AWRE short for AWRE for some time. I am not even sure if I have made any money to be honest. I am early on the short and am short only a nominal position at this point. Not enough to worry, just enough to keep me focused on the story.

I think AWRE will rally because 1) the mkt ought to bounce once earnings jitters are out of the way and 2) I think but am not sure that AWRE has two good quarters ahead of it. I guess I am not long because I would not have the staying power if I was wrong about this qtr or next so I stay short just a tiny bit.

The evidence is very clear and simple to me. ADI is losing sockets I don't care what any of the the bulls say and the rest of Aware's customer base is not going to make up for the eventual hiccup by ADI. It is just that the market is growing so dang fast at this point especially in Korea that ADI's mkt share losses have not shown up yet but they will. I have heard that ADI may be having some turmoil in Korea as well but I am not confident of my source.

Ya see, the problem with ADI (and TXN) is that they have approached the market with a mass-production mentality like modems. But the reality is the market more of an art than a science. Each carrier has spectral interference and compatibility issues that need to be catered to. Alcatel, Globespan, and now Centillium have done well at this.

Now I must go before the virtual fruit and vegetables are thrown at me. Hang in there for now longs but don't ride the AWRE train too long.
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