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

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

AWRE 2.420

+3.0%

Nov 14 3:59 PM EST

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To: Tim McCormick who wrote (3985)	7/26/1998 11:24:00 AM
From: Norman Klein	Read Replies (1) of 9236

Is the Aware conference call online anywhere?? If not, can someone please provide the number. While I still feel confident that Aware's current price plunge is just part of its normal cyclic pattern and then it will return shortly to its normal range of 10 - 13. I am still searching to find out if Wall Street knows something that we haven't figured out yet. In particular, I am wondering if "a change in strategy away from any manufacturing to a pure royalty business" scared alot of investors away. Tim, was there any mention in the CC about the "amount of future royalites that Aware hopes to collect". I think that you are correct about the "Bender issue", because when I talked to him, he was extremely proud of the X200 Router. He also indicated that Aware had invested a lot of resources into making it a commericial product (as opposed to a trade show prototype). He was also strongly in favor of a multi-pronged attack on the ADSL market (royalities, chipsets, finished products). I think that the Aware decision finally came down, let's hit a solid single and not try for a home run. While Bender was firmly in the home run camp.

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