Aware, Inc. - The Other Thread Message Board

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Technology Stocks : Aware, Inc. - The Other Thread

AWRE 2.290

+3.6%

3:59 PM EST

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To: Steven Sage who wrote (39)	11/22/1996 8:22:00 AM
From: John Grandy	of 71

I don't know about that. AWRE did fall below its IPO price and perhaps someone out there decided to support it but according to a lot of analysts AMTX WSTL ANCR AWRE ADSP PAIR etc are extremely over-valued relative to their prospects so a change of valuation sentiment for the sector could move them all down 50-75%. I think in retrospect one day the baby bell consortium's decision to go with Alcatel over Westell will be seen as the turning point; Nortel Erriccson Alcatel Lucent etc will takes losses to break into this market (the #1 Westell analyst thought $500 / line was the absolute floor for this technology before Alcatel made its $300 / line bid) and since we are talking about a mass-market with poor ability of customers to appreciate relative quality they are receiving and a very limited, still oligopolistic set of possible providers for copper high-bandwidth I doubt the best technology will win out. Plus there are a host of private players who claim non-DSL solutions to the copper bandwidth problems (Tut Systems for one) and the market has not discounted their effect at all yet.

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