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

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

AWRE 2.115

+0.2%

Nov 21 9:30 AM EST

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To: Jay Lowe who wrote (3589)	5/12/1998 4:50:00 PM
From: Tim McCormick	Read Replies (1) of 9236

I think the SBC/AIT merger and its possible effects on prompting more Telco consolidation has created the perception that these mergers are another delay in the xDSL story. SBC is perceived as the most hesitant of all the RBOCs in deploying advanced services. Whiteacre is in love with ISDN and the short term bottom line. He is the "chainsaw Al" of his industry, and you can hear the checkbook closing at AIT as we speak. This is why the stock is weak, nothing more. Tim

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