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Technology Stocks : AWARE
AWRE 2.200+2.3%Nov 26 3:50 PM EST

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To: Paul Lee who wrote (2240)7/2/2001 10:37:38 PM
From: KHS  Read Replies (3) of 2404
 
It wasn't the royalty but a slip in the contract and product revenue that caused the overall shortfall. The CEO believes this shortfall will not have a future negative impact on royalty.

The DSL market story is still the same per the CEO. Strong user demand, but large inventory to work off.

I think he believes the CPE side of the equation is getting stronger.

He predicts future success through product innovation and a market turnaround next year.

He can't talk much about Intel but he did say the project is exceeding everyone's expectations.

Still a hard sell to the average investor or institution, but I can't find anything else in the DSL space that gives me the same bang for the buck.

Good luck to all.

Keith
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