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

To: Scrapps who wrote (7843)	2/29/2000 11:54:00 AM
From: jghutchison	Read Replies (2) \| Respond to of 9236

Do we stall out here at 64 1/2, or breakout and move on up to 87? Pattern is looking good and favors a breakout on high volume. Jack Hutchison

To: Scrapps who wrote (7843)	2/29/2000 12:38:00 PM
From: Jess Beltz	Read Replies (3) \| Respond to of 9236

Scrapps: No, I have never compared Aware's business model with Rambus's. Of more interest to me at the moment is a different business model: Qualcomm's. There's a lot of talk, primarily because of the similarity of the two companies with respect to owning and licensing a key technology, that Aware has a business model similar to Qualcomm's. I think that we (on the thread) could actually make a valid comparison. What we would need is: (1) Qualcomm's and Aware's 10Ks over a (say) three year period, so that we could examine (a) the percentages of the bottom lines of each due to their licensing revenues (b) a comparison of the growth rates in revenues (and in the proportion of revenues from licensed technology), and (c) an extrapolation about the continued expansion in licensing revenues for Aware going forward to see if we can expect similar things for Aware's stock price. Some folks think that Aware is now where QCOM was in its life cycle say 3-4 years ago. Bobo's analysis (message #7805) siliconinvestor.com is the kind of thing we need going forward.