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

To: Elroy who wrote (7864)	3/1/2000 7:38:00 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 9236

I think this bodes well for us today: biz.yahoo.com Obviously it bodes well for RTHM, but I think it could carry over into a good day for AWRE and the whole sector as well for several reasons: (1) RTHM will be in the news today, and this should focus the eyes of the broader market back on the DSL sector, and (2) We haven't really heard anything from the analysts in attendance at last week's conference. Maybe this will start them moving in the direction of upgrading the stocks in the sector. In effect then, we could have some "bottom-up" movement coming in to the sector from (1), and the potential also exists for some "top-down" movement from (2). I might have to roll my RTHM calls forward (they're Marches), and lay in some more WSTL and AWRE calls. I like this whole sector, and particularly Aware, going forward for some time to come. RTHM has lost some value in the past week or two as jittery investors, worried about the strength of last night's earnings announcement decided to bail on the stock. Bad move. I don't think this is a time to be thinking about weakness in this sector. jess. PS - Scrapps: still think ADI is a good play at this point? My one concern about it(and all chip and semi equipment stocks) right now is the crash in DRAM prices. So far, the market has ignored the problem, but my experience with chip and chip equipment stocks is that their fortunes are very much affected by DRAM prices. The B-T-B ratio starts to sag when overcapacity in DRAM becomes obvious, and any precipitous fall in DRAM pricing is a leading indicator of exactly that. Reversals in the semi book-to-bill ratio tend to whack all stocks in the sector. That is also my one concern about possible downward valuations in DSL chip stocks, although companies deep in DSL technology and the "still-in-its-infancy" DSL rollout might be relatively immune. jb.