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To: dowman who wrote (6869)8/25/1999 3:45:00 AM
From: Scrapps  Respond to of 9236
 
>>>The sell off in AWRE may be unrelated to fundamentals if there is a connection<<<

I've not found a news item connecting this to AWRE or which even remotely suggests Stewart is responsible for the SBTK financial situation. He very well may be doing the same as Motorola is with Iridium...cutting loses.

I suggest you find something to substantiate this absurd financial connection. Who in their right mind would sink two ships in an attempt to save one of them? It sure seems to be a stretch of the imagination without more than what you've put forth. At this point I have to say it's down right silly!! Really I don't mean to be rude, AND I do want to learn more, but let's get some facts before we shout the sky is falling.



To: dowman who wrote (6869)8/25/1999 4:52:00 AM
From: Scrapps  Read Replies (2) | Respond to of 9236
 
Whoops! Just woke up and came over to the PC. Is Stewart or WAS Stewart?........yeah as I say Just now woke up.

------------------------------------------------------
Major Shareholders > 5% – Pertains to Major Class of Stock

NAEGELE, RICHARD J.,6.20% 12/31 Profitability 1998 Leverage 1998

STAFFORD, JOHN S., JR.,8.30% Net Inc/Comm. Equity –0.06 Total Liab/Total Assets 0.03

GILDER GAGNON HOWE & CO LLC,6.80%


----------------------------------------------------

Stewart may be the an owner of shares but what % does he own? zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz



To: dowman who wrote (6869)8/25/1999 10:19:00 AM
From: Madpinto  Respond to of 9236
 
Is there a possible connection based on forced margin selling in awre to cover huge losses in SBTKE?
I have no idea, but I doubt it.



To: dowman who wrote (6869)8/25/1999 10:24:00 AM
From: Bill  Respond to of 9236
 
I still think it's fundamentals. This is from last year:
Message 5491617

<<Without the product revenue, they'll do $1-2 million/qtr licensing/royalty ramping to $5-6 million/qtr by 2000. That's if everything goes according to plan.>>

It was a momentum play up to the 80s, but now investors are looking for revenue.