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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.050+2.0%Dec 23 3:59 PM EST
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To: Scrapps who wrote (3713)5/29/1998 11:31:00 PM
From: Jay Lowe  Read Replies (1) of 9236
 
Yeah, yeah ... that *was* pretty whiney. I understand the
issues or my money wouldn't be here. I was just getting
tired of the market not understanding the issues. Whatever.

You're absolutely right ... I've had my hands on prototype
boards with ADI DSPs and AWRE DMT code ... they need to
proliferate the technology.

However, it's TOO LATE for Aware to proliferate DMT or G.lite
licenses. That's a done deal. Over. Past. Gone. The DSL
players already have their IP issues lined up. The only remaining
additional edge for AWRE is to bend value-added by tracking the
spec process very carefully and saving licensee some R&D window.

Now the game is in the hands of the licensees ... the chip vendors
like LU and ADI.

What I am NOT seeing from the company is ANY information about
licensing terms... absent which, I have no way to estimate revenue.

What I am NOT seeing from the company is ANY information about
technical developments going forward... absent which, I have no way to estimate long term viabilty.

Well, I'm still here, and if I wasn't saturated with other issues
I've be all over AWRE like a ton of DD ants. Instead, I've put
my position on automatic and ... show up to whine every so often ;-)
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