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

To: KHS who wrote (7973)	3/6/2000 9:12:00 PM
From: KHS	Read Replies (1) \| Respond to of 9236

Back to the analyst pep talk thing..... Where were you guys today to defend your recommendations. The company beat you to the punch thank goodness. Wake up and defend your beliefs. Be a leader and not a follower. You will be a no name forever unless you take risks. AWRE is a good risk. Oh, scared are you. Still paying off the MBA loan. Big mortgage. Want the shore home. Feel comfortable with the salary. Too much to loose by taking some risk. Ah, get out of the business and open up a doll store.

To: KHS who wrote (7973)	3/6/2000 9:31:00 PM
From: ayahuasca	Respond to of 9236

<<Can't express how good it feels that a company one invests in defends itself.>> I couldn't agree more. In looking at VRTA, admittedly briefly, I am once again puzzled. Certainly AWRE and VRTA are different companies in most respects but they do overlap in a few significant areas and as such are somewhat comparable. VRTA's revenue stream is basically nothing to speak of at the moment, which is the case with AWRE as well but AWRE does have the greater revenues. Also, notably, AWRE is making money while VRTA is yet to cross that threshold. Both seem to have good alliances but AWRE, from what I can see, is in bed with more top companies than VRTA. Yet, VRTA commands a market cap 4.5 billion market cap to AWRE's 1.1. As far as competition I am in the camp that believes this only validates the enormity of the opportunity. Any market worth a damn has competitors vying for a slice of the pie. Ultimately the best company will command the largest slice. Since INTC, NEC, ADI, Samsung and all the others have decided that AWRE is the best solution, I will bank on that. I just wish more people felt the same way.

To: KHS who wrote (7973)	3/6/2000 10:04:00 PM
From: Scrapps	Respond to of 9236

[KHS] In reading three of your posts today I would like to comment. In your post (#7972) you nailed it from where I sit. In post #7973 I agree in the first part,however, I don't think..or at least I don't want to think they had to get any approval from ADI, LU or INTC. They may have had some communication with them, but approval per se I don't think is needed. Who called who first...is something I wonder about though. And...I'm glad they've figured out this method of exercising some free speech aimed at the investors and others. In post #7974 you mentions, so delicately, the analysts. I'd like to point out we have yet to hear from the ANALlysts about the recent news AWRE released about VeDSL...I'm not talking about VoDSL, I'm talking about VeDSL. So I wonder if the analysts know the difference in the vowels...geezz...where is Vanna White when we need her?

To: KHS who wrote (7973)	3/6/2000 10:46:00 PM
From: Perry P.	Read Replies (1) \| Respond to of 9236

I totally agree with you KHS on Aware defending itself. That was not simply a "Oh by the way we are not scared." It was a definitive "Yes there is competition in this business, but look what we have already in the works with these bellweather companies." I think this shows why Aware is so heavily owned by institutions. They know how to run their company well and have enough guaranteed revenues from ongoing contracts that the institutions feel it is going to pay off for several years. The stock has been just begging to drop with all the short interest and no news after the steep runup. This Verata release was just the catalyst that spurred it on. With the low volume the last week or so, it looks like not many buyers are out there. It will take some definitive agreement or confirmed sales figure from another company like ADI to get us up and going. And we all know AWRE......short squeezes and small float spells rocket ship. Don't trade out of this stock for long. It moves all at once. Perry