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

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

AWRE 2.060

-1.4%

2:54 PM EST

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To: Jay Lowe who wrote (3294)	4/15/1998 12:37:00 AM
From: P1edPiper	Read Replies (3) of 9236

>> What xDSL companies besides Aware If you want to diversify in the smaller stocks with the maximum exposure to risk/reward, I offer Orckit. They have significant coverage of the European market and a recent minor victory (in terms of line coverage) in the US, but it cannot go unnoticed how competitive their cost structure is on this deal. They beat out CSCO with its preferred customer status at GTE, man! I believe the stock doubles by year-end, because of the low cost structure of the company. The darkhorse is WSTL with their BEL and BT deals and the up and coming deal which will contend with the GTE announcement in terms of coverage. WSTL has a much higher cost structure, though, to contend with and higher mkt. cap to boot. I speak of overall expenditures here and the overall need to have significantly larger operating profit to boost the share price. But WSTL is cheap relative to the overall potential of the market that they are exposed to. IMFO (f=faulty) you cannot bet on AWRE being the major player in this market because they have no contract exposure to the RBOCs. They may have a technological advantage in G.lite although I cannot see how given that G.lite will be a standard and everybody will be able to use it. The most likely win for AWRE is the buyout option from some cash rich house just for the patents (if they cannot be beat, that is). Now maybe, they can sell the modem and DSLAM, but I think they get crowded out.

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