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

To: zx who wrote (7971)	3/7/2000 12:03:00 PM
From: Perry P.	Read Replies (1) \| Respond to of 9236

OT ...ag, I tried to private email you but got an error. I am not real confident in the end user companies for DSL. It always seems like there is so much competition that margins suffer. I like the Top Tier equipment manufacturers. It seems like you can pick the well managed companies that have an edge a little easier. Also, like Scrapps pointed out, there are not many DSL modems, etc. available right now. I think the business market was targeted first. The consumer level is just under way and everyone is scrambling to get the products out. SIII has to compete against all of the old rivals (3com, Zoom, LU, etc.) plus all the new guys on the block like Copper Mountain. Now is a good time to jump in, but who is going to be successful? Sorry I cannot be more definitive about this, but that is why I am not investing in any of them. However, I do like Aware a lot :-) Perry