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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.200+1.9%Dec 1 3:50 PM EST

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To: Marc T. Archer who wrote (3801)6/6/1998 1:25:00 AM
From: SteveG  Read Replies (1) of 9236
 
MTA-

Point taken Mark. I am familiar with past press releases with LU and WSTL. Granted, this is more recent and is still displayed, so all I can tell you is what Dixon said.

One interpretation was that Dixon was speaking only for LU microelectronics, but when the question was further pressed, he maintained his original comment. He was pretty clear (as several of us remarked on it afterward), but it's still in the realm of possibility that he could have been misunderstood or even mistaken.

So how to rectify the Lucent/Westell/Supercomm link with the comments in April? Maybe it indicates a "direction" in the company. LU has clearly interacted with Westell in the past, but the sense is that LU ADSL means Aware. Lucent might be developing in house or with others a competitve entry, and that may be reflected in a "new" emphasis.

Perhaps we'll get a clearer picture next week.

Steve

(ps: Message 4733825 )

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