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

To: KHS who wrote (8070)	3/10/2000 4:10:00 PM
From: johnlea	Respond to of 9236

not even 500k shares today. going down on this low volume is actually a healthy sign for this stock. it still appears that longterm investors will be rewarded by this company. john

To: KHS who wrote (8070)	3/11/2000 8:40:00 AM
From: Jess Beltz	Read Replies (2) \| Respond to of 9236

I spent some time looking at the chart this morning, and made the following observations: Aware has put us through this kind of thing before. Back in October, when the stock was trading at $24 and change, no one could see the Intel contract coming, and in fact I almost traded out of the stock completely the Friday before the announcement was released. The stock jumped up $11+ on that next Monday, settled a bit and ran on up to about $50. It then pulled back to almost $30 over the next three months, until about February. Then began the incredible run up to about $68 that we have enjoyed recently. Now the stock is pulling back again. The question becomes: how will the rollout of DSL technology interrupt or disturb this cycle? We all see the rollout taking place with increasing explosive intensity. We all (or most of us anyway) also see Aware's technology being right at the heart of the rollout. If we were where we were 6 months ago, I'd have sold the stock Monday. We are not. With the possibility that the eyes of the tech-investing world will become even more sharply focused on our sector at any time, if you believe in the Aware story, (huge if) I think you cannot be out of the stock now regardless. Playing the company with options, however, (and I and others do) is different. Short-term calls are perilous. I am sitting on some Aprils, and if there is no real news that moves things forward coming out of the VoDSL conference on the 23rd, I'll be forced to liquidate them, possibly rolling the money forward into longer-term calls. Here's hoping for a better week ahead. (It would have to go some to be uglier than the one just past, although, Market Gods, I am NOT knocking on wood). jess.