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

To: Original Mad Dog who wrote (8235)	3/22/2000 8:40:00 PM
From: Jess Beltz	Read Replies (2) \| Respond to of 9236

OMD, I agree with all of your points. However, Mark (and Perry too) are echoing thoughts of my own. The market hates uncertainty above all other things except outright seriously disappointing news. If Aware can light a fire under anybody's ass to release some information with real implications for Aware's revenue stream, and the growth rate in that stream, and that news is positive, it will go a long way towards helping out our own individual asses, some of which have been hanging a bit thin lately. jess.

To: Original Mad Dog who wrote (8235)	3/22/2000 11:27:00 PM
From: Perry P.	Respond to of 9236

I needed a good laugh Mad Dog: <<5. Hysterical sobbing and grasping for Prozac bottle.>> I don't know why, but that struck me as "laugh out loud" funny. By the way, if anyone is well versed in Alcatel, I think they are single handedly screwing this G.Lite situation up. The more I read about them the more I see them going thru the back door to the RBOC's and supplying them equipment that is making it hard for the "other guys". They may be the red headed step child of the DSL industry. (My apologies to any red headed step children out there. haha) They sure seem like they are stirring the pot. Has anyone been following them? Perry

To: Original Mad Dog who wrote (8235)	3/23/2000 11:21:00 AM
From: ayahuasca	Read Replies (1) \| Respond to of 9236

All Aware management can do is articulate its vision for the company What Aware can do is more aggressively market their company. Every company that is public articulates their vision. The company's stock will rise or fall based in large part on that vision AND their ability to sell that vision. The latter thing is where Aware seems to have a problem. There are so many examples of this. Take CNXT and BRCM as an example. These two companies make similar products for the semiconductor industry. A recent Forbes article talked about both and attributed the amazing BRCM run, in part, to their ability to sell themselves to the analyst community. CNXT on the other hand was not a show horse in any way. While their products (IMO) can compete with anything BRCM has, their stock has suffered greatly in comparison. The reason, again IMO, is the marketing of the company to the analysts.