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Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (7157)	10/29/1999 12:55:00 AM
From: Scrapps	Respond to of 9236

I would hesitate to bet on a tech company because of their patents. Few small companies win those types of battles, especially when fighting with large companies. Not true Elroy, matter of fact that is what the patent laws are for...to prevent the big guy from taking from the little guy. Most cases of big guy verses big guy are settled by an exchange of patent license in order to save the time and cost of a legal settlement, where as the little guy must drag things out to survive. That is enough for the big guy to settle. If Aware doesn't have strength in their patents...I'm in deep doo doo. A friend and his wife stopped by and we were talking about stock and such. Aware was one I told them about. They asked what Aware did and I told them the answer you gave in an earlier post, but they didn't understand why Aware could design ASICs better than Intel and the others. Then they asked about the market for the chips. I said they were used for broadband on the POTS and helped out in the local loop between the customer premise and the CO, also I mentioned the chips were used in routers and DSLAMs and switches, but didn't need a splitter. They were still looking at me with their head turned sideway giving me the OLE wolf one eye. I said they were used in modems also. They said OH!!...Aware makes modems. I said no. They said then Aware makes chips for modems...I said no. They said...oh...hum. Then they asked if Aware made anything we could buy. Gezzz. Now Elroy you are only explaining something you understand to me who also understands, but the great majority of investors don't understand what Aware does...at least not well enough to invest in it. The other thing we understand is the potential for Aware to profit...AND...that is based on our understanding of the whole DSL market and how it will roll out.