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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AWRE 2.160

-1.4%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elroy who wrote (5151)	12/3/1998 9:34:00 PM
From: Bill	Read Replies (1) of 9236

Generally, I would agree with you about rising markets resulting in better financial performance. But in AWRE's case, I don't believe the numbers support that maxim. Most AWRE revenue this year came from licensing fees. These are up-front fees the company collects from each of its partners for technology. These fees go away over time as the royalty model takes over. The rumored royalty formula is $3 for each of the first 1 million units, and 50 cents for each unit thereafter. So the company may do $11-12 million this year and what, $13-18 million next if ADSL takes off? And $25 mil in 2000? That's just not a $400 million company.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next