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

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

AWRE 2.190

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9:57 AM EST

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To: John Curtis who wrote (5257)	12/9/1998 2:26:00 PM
From: Jay Lowe	Read Replies (1) of 9236

Right on John ... the implications are mind-boggling ... profound changes to our sales and distribution infrastructure ... love your Blockbuster example ... if I was their CEO, I'd be working hard on how to make money on the web instead of building new stores that will be empty in a small integer number of months. And I'm way hyped on the implications of virtual corporate LANs ... lots of implications for small biz guys ... and distributed collaborators like me. The fact that my ISP geared up SO fast (you can see my earlier reports on this ISPs ramp-up around msg #3700) is very signficant to me. They ramped up in six months ... their ISDN ramp was 12+ months ... and they are pretty fast campers. The ISP salesperson said that GTE is offering the installation promo (basically the modem for free) to compete directly with WebTV in our area. That was interesting ... that GTE is thinking in terms of specific competition ... and making pricing decisions on that basis ... if true, of course.

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