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

To: KHS who wrote (8259)	3/23/2000 11:13:00 PM
From: ayahuasca	Read Replies (1) \| Respond to of 9236

perhaps the momentum will spill over into the secondary players (of which, I guess, AWRE is one).

To: KHS who wrote (8259)	3/24/2000 1:38:00 PM
From: ayahuasca	Read Replies (2) \| Respond to of 9236

Well I talked to Aware IR a little while ago (Kristin Griffin, in particular). She was very pleasant and eager to answer my questions, most of which related to the disparity in market value between AWRE and VRTA. The market is telling us something and I wanted to get a better idea of what that is. Essentially I have nothing really new to report. She is very confident in AWRE's future and thier various relationships and thinks that the potential for the company is enormous (I think that is why we are all here in the first place). She did say that until their customers (Intel, ADI, Lucent) release their products AWRE's hands are tied. Once released though, she felt Aware would have a good deal to say about future projections, alliances etc. When I mentioned how well ADI seemed to be doing she agreed (kind of in an offhand way) that this could well be reflected in AWRE's coming earnings report. As to VRTA, she was flummoxed. She seemed to think that their pr's were alot of hype and fluff- that very little of what they have come out with has been proven to have any kind of effect on their bottom line. She stressed that AWRE is currently making money and expects to make a lot more, while VRTA is still finding it's footing. She was skeptical about their future and certainly about their ability to dominate AWRE. Also, she mentioned that in some ways AWRE and VRTA might have complimentary products, but agreed that for the most part they are competitors. Why they are being afforded such a high valuation was a mystery to us both. Unfortunately I had to cut the call short, but I was somewhat comforted just talking to a real person at AWRE. Of course I didnt expect them to say anything but positive things about their company but it was comforting nonetheless. Looking at the share price provides a little less comfort. Gotta run.

To: KHS who wrote (8259)	3/26/2000 12:08:00 AM
From: Scrapps	Respond to of 9236

March 24, 2000 BESTCALLS NEWS by Mark Coker Welcome to the fourth issue of BestCalls News, an exclusive newsletter available only to BestCalls.com members who have requested it. To unsubscribe, go to bestcalls.com. This issue proudly sponsored by InvestorGuide Daily (http://www.investorguide.com/daily.htm) ____________________________________________________________ INSIDE ISSUE #4: o SEC's Regulation FD aims to eliminate selective disclosure o How to voice your support for Regulation FD o BestCalls celebrates first anniversary with appearance on CNBC's Power Lunch o BestCalls membership surpasses 60,000 o Update on the open conference call movement o The 3 Stages of Conference Call Enlightenment (encore) o Time to update your CallTracker for Q1 Earnings o BestCalls partners update o Cool book: Robbing You Blind, by Mark Dempsey ____________________________________________________________ SEC'S REGULATION FD AIMS TO ELIMINATE SELECTIVE DISCLOSURE Regulation FD was proposed by the SEC in order to stamp out the pernicious problem of selective disclosure. Selective disclosure, which is illegal, can occur whenever a company shares material, market moving information with a single individual (such as a Wall Street analyst) or a small group of individuals (such as a group of analysts on a closed conference call). The problem, of course, is that the recipient of the selectively disclosed material information has an opportunity to profit from that information before the general public. Whenever a company excludes individual investors from an earnings conference call, they're risking selective disclosure liability. Regulation FD, if approved, will make it easier for the SEC to investigate and prosecute selective disclosure offenders. While the proposed ruling stops short of mandating open conference calls, the SEC makes it clear that the easiest way to comply with the regulation is to open up the call to the public. CALL TO ACTION: VOICE YOUR SUPPORT FOR REGULATION FD The SEC is accepting public comment on the proposed regulation. I encourage all BestCalls members to quickly voice their support for Regulation FD. Links: View public comments from others (or view your own) at: sec.gov Access the text of regulation FD at: sec.gov. ------------------------------------------------------- What will Elroy have to say about this?? <ggggggg>