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Technology Stocks : AWARE
AWRE 2.110-1.9%Dec 12 9:30 AM EST
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To: Scrapps who wrote (1754)1/8/2001 9:21:43 AM
From: Bobo  Read Replies (2) of 2404
 
OK, I will try one more time to save you all your last few dollars left in AWRE stock.

Think about this.....

ADI has been cranking in Korea in 2000 through Samsung and Hyundai. There have been over 2mm lines deployed in Korea over that last 18 months, an amazing feat. The problem is that 1) this is a huge proportion of ADI's dsl rev and consequently AWRE's royalty and 2) if Korea already has 2mm dsl lines deployed and there are only 9mm PC households in the country, how can the deployment activity growh. This is already 20% penetration. Say it goes to 60% over 3 years, that implies flat deployment for the next 2 years.

What will AWRE be worth when eps flattens at $.50? My guess is about $5 to $7.

Use some logic folks instead of hope and emotions.
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