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

To: Jess Beltz who wrote (7668)	2/20/2000 6:28:00 PM
From: KHS	Read Replies (1) \| Respond to of 9236

IMO as crash will come when we least expect it to come. There is so much crash talk out there now that a crash this coming week unlikely. I would think we should see a good rally this week on the dow. The bond market seems to be telling us Greenspan can achieve a soft landing once again. Back to AWRE. I would like to see AWRE disclose some good announcements this week. If they had them to disclose I would think they would have saved them for this week. The dog and pony show this week needs to focus on the future and not what we already know. I am counting on AWRE management to lead this week.

To: Jess Beltz who wrote (7668)	2/20/2000 6:42:00 PM
From: jghutchison	Respond to of 9236

Jess, my sentiments exactly with the exception that I am not nearly as eloquent. I've taken the liberty of posting your comments on the CYMI and CIEN threads. Hope you don't mind. Regards, Jack Hutchison

To: Jess Beltz who wrote (7668)	2/20/2000 8:35:00 PM
From: Lucretius	Read Replies (2) \| Respond to of 9236

you should at least learn how to spell Fleck's name before you say this kind of garbage about him. all clowns will be destroyed in the coming financial and economic tough love.... HO HO HO

To: Jess Beltz who wrote (7668)	2/20/2000 10:05:00 PM
From: P314159d	Respond to of 9236

I don't share your views about the lack of a protracted bear market or Internet bubble bleeding on the market overall. A sector of such huge value can cause major side effects when the margin calls come a calling. And the market is not all that efficient with its information assessment, even though it can be disseminated quickly via the net. Today no-one cares about the bricks and mortar retailers or the B and M telco infrastructure, namely the RBOCS, You cannot discount the SBC business model against PCS so much to account for these valuation differences. It is WS hype that gets it to these levels. And that hype can go away. In the early 70s, just before the last big inflation bubble began, the same held true to the greatest tech stock of the then next decade. Xerox. It never recovered it is same lustre. What if CSCO (every Mutual funds' dream stock) were the 70s Xerox of the first decade of the millenium. That too would create the sort of protracted bear that hit the market back then, overvaluation and inflation creep and the end of a dream stock era. It can happen. But DSL still becomes the growth industry of the next 2-3 years, albeit with a lower valuation of 20-30%. I still like those chances.

To: Jess Beltz who wrote (7668)	2/20/2000 11:41:00 PM
From: Bill F.	Read Replies (1) \| Respond to of 9236

not that i really care but a friend sent me this post.i recommended shorting cymi in a barrons interview and the stock was about 30.i covered it at 12 and it went to 9 or so i think.i was short it for good reason at the time which turned out to be correct.the fact that it has gone up dramatically since i covered it is just fine with me.just so you know i was being facetious when i called the lasers light bulbs.if you are going to discuss what i said,at least get it right,heck you might even try spelling my name right.

To: Jess Beltz who wrote (7668)	2/21/2000 3:12:00 AM
From: Scrapps	Respond to of 9236

Jess, one of the main things which drives the market today is either un-noticed, not mentioned with the respect it should get or both. That is the need of the baby boomers to supplement their means for retirement, today people jump from job to job without ever establishing a solid retirement account, since Social Security is not likely to provide for them in the matter in which they prefer...they choose in large part to invest in the stock market. Even Greenspan has pointed this out on occasion, but it seems to get ignored. Where else is one to place their money in order to achieve these goals? Few other areas provide the ease the market does. Real Estate takes considerable time and effort..AND...isn't all that easy to liquidate. I contend that is a driving force behind the markets more so then ever before. Because of that we will see corrections more frequently, however, a crash would require some huge event much larger than the likes of a Dot Com bubble...IMO.