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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.100+0.5%Dec 10 3:59 PM EST

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To: MangoBoy who wrote (1927)8/9/1997 4:54:00 PM
From: Kevin Kessel   of 9236
 
I need some clarification.

In reading Aware's Annual report, they point out that they "supply guns to both side of the war". Meaning that they will supply to both the RBOC's and the Cable Company's. Is this true? They also say that they are the only ADSL company who can claim they have products for both. They say it is their way to Hedge their bet. Is this true? Doesn't Westell also have solutions for both?

Also any opinions as to the long-term outlook of this company. I am debating between this on and Westell. I already own Pairgain. It is my opinion that Westell and Pairgain will be the major ADSL players when ADSL is in the stages of full deployment. However, I think Aware might be a bargain at these prices if they can sign a few more partnerships.

Kevin
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