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Technology Stocks : AWARE
AWRE 1.955+5.7%3:59 PM EST

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To: Richard Francis who wrote (1866)1/31/2001 2:06:57 AM
From: Elroy  Read Replies (1) of 2404
 
Conference call sounded to me about as bad as it could be. ADSL is slowing down, and AWRE's revenue stream is slowing with it. They are expecting lower revenues for Q1 and Q2, so who wants to hold the stock through July? Not me. If it opens above $20 tomorrow, I'm out. They don't have any additional chip producing customers. What is the reason to own AWRE now? I don't know. They were expecting ADSL chipsets to double in 2001, and they probably aren't, and ADSL chips are experiencing price reductions. I can find better places to put my money for the next 3-6 months, I think.

Elroy
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