Aware, Inc. - Hot or cold IPO? Message Board

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Technology Stocks : Aware, Inc. - Hot or cold IPO?

AWRE 2.120

+0.2%

12:25 PM EST

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To: Norman Klein who wrote (2208)	12/6/1997 11:54:00 AM
From: satish kamat	Read Replies (1) of 9236

Norman, I agree with you that current price of AWRE shows markets short term sentiment and does not reflect AWREs role in xDSL implementation in near future . [1] TI DSP C6xxx chip was supposed to come out this October, it is now expected by the end of the 98Q1. This presents a great opportunity for ADI as they have successfully demonstrated the sysem-on-chip concept. This is very important for the low margin modem business. ADI also has Samsung as foundry partner. So you are correct: TI moved from a defensive pasture. [2] Musical chairs is due to companies like CSCO want to be assured full access to both camps. AMTX holds key important patents and so does AWRE. The key here I think will be international standards that will be defined once large-scale implementation picks up steam in Q2. [3] How are you playing this stock? I have been lucky to pick up AWRE at 9 7/8 to sell between 14 -16 twice this year. I am using a 50-50 long-term/trading strategy. [4] Current price reflects a number of issues: CEO mentioning delay in xDSL implementation by telcos, delay in ADI chip licensing fees, market's focus on short term. I believe we have a clear shot at run here to 14.5 in next two week during santa rally. That's 45% from $10. Technical analysis shows strong support at 10. I will try to post full technical analysis time to time. What is your long term/short term play?

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