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

To: Jess Beltz who wrote (7824)	2/26/2000 9:39:00 AM
From: jghutchison	Read Replies (1) \| Respond to of 9236

Well done Jess, Amen. Jack Hutchison

To: Jess Beltz who wrote (7824)	2/26/2000 12:15:00 PM
From: stockman_scott	Respond to of 9236

<<b) a lot of the money going into techs from here out will probably seek tech stocks with (i) proven technology AND (ii) a verifiable cash flow stream visible now. I tend to think that this makes AWRE a more sensible tech stock to the somewhat more cautious tech investor.>> Jess: Great comments...I posted the article to stimulate a good discussion....I will not claim that I totally agree with the way the author wrote the article. I like to spread my bets around. I re-entered AWRE at just under $50 as a LONG TERM investment. As long as the company executes well I will be on board. Yet, I also look at market sentiment for a stock and for a sector. Right now I have close to 1/3 of my IRA account invested in profitable, well run fiber optics firms (like CCBL and IFCI)...They have been on a roll and IMO continue to be VERY undervalued vs. some of the high flyers in the sector. I also prefer to invest in young pioneers in the tech sector that are experiencing hypergrowth. If they are fascilitating discontinuous innovation (like AWRE) that can be even better. Aware has been a very volatile stock in the last year but I feel 2000 may be a much smoother year for investors. I think that AWRE will become better understood and if the firm is able to follow 'the QCOM model' of licensing critical technology, then the shareholders may be richly rewarded..:-) Thanks again for your contributions. Best Regards, Scott