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

To: ayahuasca who wrote (8228)	3/22/2000 3:14:00 PM
From: KHS	Respond to of 9236

Nice letter, very professional and sincere. Hope they respond.

To: ayahuasca who wrote (8228)	3/22/2000 4:17:00 PM
From: Elroy	Read Replies (1) \| Respond to of 9236

Ayahuasca, What I am having trouble figuring out is why the analysts and the market seem to value those two companies at such a higher level than Aware. Aware has a very strong client list and their prospects seem every bit as bright (if not brighter) than these other two companies. So why the divergence in valuation? Aya, Aware cannot answer this question - they don't set their stock price, investors do. Since you seem to know the Aware story very well, Aware management has done their job and made their story available. If you have access to it, institutional investors definitely have access to it. The only folks that can answer your question (about why investors are buying GSPN and not AWRE) are investors. You should direct this email to the institutions that are buying GSPN, if you can find out who they are. Management should never talk about their stock price, especially when they are trading at about 35x projected 2000 sales (even if related companies are trading at even higher valuations). Elroy