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


To: Scrapps who wrote (8231)3/22/2000 4:18:00 PM
From: Perry P.  Read Replies (2) | Respond to of 9236
 
Unbelievably small volume today. 405,600 shares. People are treating this stock like it is death. I keep hearing talk about G.Lite is dead and that vendors like Westell are selling to the bells. I also hear the bells are purposely picking Alcatel equipment that does not support G.Lite in order to make it more difficult for the CLEC's. They may have to share their Central Offices, but they don't have to pick equipment that helps the CLEC's. Don't know what to believe. All I know is that Aware needs to give Wall Street something concrete in terms of sales or that they are on track with revenues. 3 months in between updates on how they are doing is pretty hard for Wall Street to swallow. 3 months in this business is a lifetime. I appreciate Aware's perspectives, but they are vague and always seem to have the same theme: This move by XYZ company proves DSL is moving forward and that helps us out. That does not really tell us anything we did not already know. This has been one of the most gut wrenching stocks I have owned. Hopefully it pays off.

Perry



To: Scrapps who wrote (8231)3/23/2000 12:05:00 PM
From: Jess Beltz  Read Replies (2) | Respond to of 9236
 
Scrapps, take a look at this (particularly the customer base - scroll on down the story a bit) and tell me what you think. Me wonders if Aware has been in contact with these people.....

zdii.com