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

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

AWRE 2.200

+2.3%

Nov 26 3:50 PM EST

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To: Scrapps who wrote (4670)	11/13/1998 12:12:00 AM
From: sargent	Read Replies (4) of 9236

I have the 13 page report from Roberson Stephens. A few highlights: "We believe there is an opportunity for upside surprise in revenues and earnings as the market for broadband access begins to develop and accelerate over the next few years." "There are currently no other ADSL IP companies established." We have assumed for our financial forecasts that Aware and its partners will control roughly 30% of the market for ADSL....we believe our assumptions for Aware's market share to be conservative." "The most important investment risk is the rate at which the market for ADSL develops." Estimated earnings in 1998 ($0.14). Estimated 1999 revenues $20.3 million, with earnings of $.16 per share, giving the stock a 90 PE and mkt cap/revenue of 1459%. Three year sector growth rate estimated at 30%. They also predict ADSL unit growth (overall) to increase from 75,000 in 1998 to 5,667,000 in 1999. Those are the highlights - you probably should contact Robertson Stephens for more info.

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