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: Tim McCormick who wrote (6336)	5/17/1999 7:21:00 PM
From: Michael F. Donadio	Read Replies (2) of 9236

Tim, It's clear AWRE has done disproportionately better than other ADSL stocks. A good time to sell. Next month the defacto g.lite standard is replaced with a real one. AWRE's business model also seems to have limitations. When Amati was king, they strove to enter the production of the equipment because they did not feel they could do well enough on royalties alone. The royalties were only to support R&D. The same would be equally true for AWRE. Forbes has a list of companies to invest in for broadband. AWRE is part of the group. So is TXN: forbes.com <<But these more established names do not represent the same margin for growth or return on investment as investing in a relatively young broadband company. Therefore, here are five companies that we think could become the big players in broadband: Aware (nasdaq: AWRE), Cube (nasdaq: CUBE), Com21 (nasdaq: CMTO), Terayon (nasdaq: TERN) and Texas Instruments (nyse: TXN).>> All the best, Michael

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