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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (67153)	10/20/1999 4:03:00 PM
From: Sosmartinov	Respond to of 120523

PXCM out a little early but up: EFNT....in at 43 3/4 wi earnings gamble..

To: Jenna who wrote (67153)	10/20/1999 4:18:00 PM
From: nokomis	Read Replies (2) \| Respond to of 120523

..holding just MDCM (insurance for interest rate fears) and today's WL#5 - got 300 @ 16 5/8... SDS got a few in position trade (from early morning homework) CTSH (thanks to post on thread last night) XLNX (from botton fishing and gut feel) CLS (late night homework) SEBL (from CNBC) and RHAT (from a good friend) ... great watchlists lately Jenna!....

To: Jenna who wrote (67153)	10/20/1999 8:25:00 PM
From: lizard lick	Read Replies (1) \| Respond to of 120523

Im still hanging on to awre, repositioned today at close, here is an interesting article out after the bell on AWRE, yanked from yahoo source, could provide for some interesting action tommorrow FOR INTEL, IT MAY BE AWARE INSIDE By Charles Dubow NEW YORK. 6:05 PM EDT-Will Intel Corp. (nasdaq: INTC) and Aware (nasdaq: AWRE) be signing a deal soon? According to those familiar with the two companies, the world?s largest chipmaker and the Bedford, Mass.-based DSL (digital subscriber line) technology developer will soon be inking a contract to license Aware?s technology for the PC market. At the same time, it is also expected that Aware will end its relationship with GlobeSpan (nasdaq: GSPN), a Red Bank, N.J.-based DSL developer. When contacted, Intel's spokesperson, Michael Sullivan said: "We do not comment on rumors." When questioned if a deal with Intel or if news of GlobeSpan?s departure was imminent, Aware?s CFO, Rick Moberg remarked: "We don?t comment on deals that haven?t been announced yet." "That is consistent with what I?ve heard, but to say they?ve actually won one would be a new development," says Paul Johnson of BancBoston Robertson Stephens in New York. "But from just the information I have, it would be premature. But certainly all the vibes I?ve been getting would suggest it." Concerning GlobeSpan, Johnson had this to say: "I would not be surprised if Aware kicked out GlobeSpan," says Johnson. "They?ve been making a lot of claims I just don?t they can deliver on." Aware?s business model is to license our intellectual property to semiconductor companies. So far, Aware already has relationships with many other blue chip semiconductor makers, such as NEC (nasdaq: NIPNY), privately held Infineon, Lucent Microelectronics (nyse: LU) and Analog Devices (nyse: ADI), but Intel would be the trophy catch. Aware?s technology is ideal for large semiconductor companies that want to get into the DSL space. It would be logical for the company to try to do as many deals as possible. ADSL is a mass market technology that makes a lot of sense to provide chips for as many PCs as possible. "Intel has got to get into the DSL chip world if they?re going to be a player in high-volume communication," says Johnson. "They have no choice. They?ve announced with Cisco (nasdaq: CSCO) that they want to do some joint developments but neither of them have enough DSL to do it on their own. "However, Intel really wanted to manufacture it?s own chips, so wouldn?t it be great if you could go to a partner who could get you in the chip business fast, you pay a bit of a royalty fast for basically the best technology? It makes perfect sense. By the way, Aware, through ADI, is a very important supplier to Cisco. Any way you angle it, a deal between Aware and Intel would be perfect. Intel then controls the chip." What kind of impact would such an announcement have on Aware's stock? "If it ends up being true, it will be very positive," says Johnson. "They report earnings on Monday, which I think will be positive. News like this plus the earnings could get the stock going back the other way. It could be back up to $50 in three or four months." The market has not been kind to Aware recently. Coming off a high of $87.13 in April, the company?s share price has been down and today closed at a whisker above $20. One of the problems is that Aware is one of those companies?s that exist under the wire of many investors. Because it is an intellectual property company that develops DSL technology, as oppose to manufacturing it or deploying it, it doesn?t generate the volume of partnership announcements and press releases of more consumer-oriented companies. "As a result many people may have assumed erroneously that our business is not healthy," says Moberg. "That?s absolutely not true. The ADSL (asynchronous digital subscriber line) industry is growing in leaps and bounds. The speed with which the RBOCs (regional Bell operating companies) and data CLECs (competitive local exchange carriers) have been rolling out DSL would have been unthinkable a year ago." But by the end of the year, it is expected that more than 52 million DSL capable lines will have been deployed across the U.S. Will Aware ever get to the point where it is no longer dependent on announcements to get the stock out of the peaks and valleys that has defined it so far? Johnson is optimistic. "In 2000 you get enough unit volume so it just becomes a revenue and earnings story." Meanwhile the countdown is on for Aware Inside.