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

To: Scrapps who wrote (7773)	2/24/2000 12:30:00 PM
From: Elroy	Respond to of 9236

I think we can expect big upside surprises in EPS. The increase in chip set sales should ramp the royalty revenue line faster than currently expected, and I believe that line is 100% gross margin, and should flow directly to earnings. The other two revenue lines (contract and product) probably won't ramp much more than expected (I guess). Contract can only ramp as quickly as AWRE can hire qualified ADSL engineers (not too quickly), and I don't know if test equipment corresponds directly to chip unit volume (maybe it does, do they test every chip on an AWRE machine, or just test the prototypes??). The EPS estimate for 2000 has got to be a sandbag number (artificially low). The consensus for March Q is 7 cents, but they made 8 cents in December. I can't imagine that the EPS is going to decline sequentially. Some of the analysts must not be paying close attention to their models. I was hoping to sell around $60, but I guess I'm holding on for another year...... Elroy

To: Scrapps who wrote (7773)	2/24/2000 1:35:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 9236

Scrapps: Do you think AWRE may benefit from this..?? <<NOVA Research DSL Investor Conference, Feb. 23; the Tech 2000 Conference sponsored by BancBoston Robertson Stephens, Feb. 28 - March 2>...>> Our AWRE seems to be taking a breather....It's still up about 20% from where I re-entered in the last 10 days....Yet, AWRE doesn't seem to be keeping up with some of my fiber optic stars -- like CCBL and IFCI <G>....Who knows, that may change soon enough...:-) Best Regards, Scott