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

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

AWRE 2.010

-1.0%

Dec 26 9:30 AM EST

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To: Scrapps who wrote (3713)	5/29/1998 7:04:00 PM
From: Steve Morytko	Read Replies (2) of 9236

Scrapps and all, Do you think we'll see AWRE stock price go significantly higher in the near term (say 6 months). Seems their strategy (as outlined by the new CEO recently) would create steady growth if they continue to be the supplier for major ADSL vendors (it's not clear yet who they will be). Growth depends heavily on ADSL deployment and that just seems to be crawling along. Unless I've missed something, the deployments with any significant numbers are mostly using products from AWRE's competition. While it's good to seem to have some big players in your court (LU, COMS, ADI) as time goes on the competition may very well develop superior products. It seems to me AWRE was a buyout play 6 months ago but that too seems less likely today. You can get their technology by licensing it. Maybe they shouldn't have made so many deals? It appears that licensing fees don't bring in much revenue (see the recent 10-Q's) initially. Maybe they will turn into a cash cow (if the contracts pay off) eventually but that remains to be seen. Is there anything else that you think might quickly drive the stock price up? Maybe an act of Congress - literally! FTC ruling? Any thoughts as to how much they make in royalties? Steve

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