Award Software(AWRD) is back Message Board

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Technology Stocks : Award Software(AWRD) is back

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To: Tim Oliver who wrote (229)	12/23/1997 12:32:00 AM
From: Mark Brophy	Read Replies (1) of 373

I spoke to Toni Goodrich. She said their contracts are denominated in dollars and nobody in Asia has cancelled any orders. Since motherboards are shipped everywhere, I don't foresee any problems in that area. Award's more dangerous exposure is to Vobis, their main customer in Europe. Last quarter they came in slightly below estimates partially due to a slow Vobis quarter. I don't trust these guys, though. The 94 cent estimate is silly and the stock price could take a hit when it's revised. Their credibility is also suspect when they claim to be the largest BIOS vendor. Nevertheless, the stock is cheap.

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