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

To: Perry Ganz who wrote (8294)	3/28/2000 10:13:00 PM
From: Perry P.	Read Replies (2) \| Respond to of 9236

Yes indeed, I do like your name! (Ha,Ha) Not very often you find Perry for a first name. The info on Royalties is great news, but that was reported in January during their quarterly report. And I think we will see it grow substantially when they report on April 18. I think the Qualcomm type growth the CEO mentioned in January will come from G.Lite and the huge revenues from that. As I have said before, the CEO mentioned that revenue from the quarter ended in December 1999 is based on royalties from sales of its customers in the quarter ending September 1999. That means the DSL ramp up that we are seeing is actually a few months delayed in showing up in Aware's quarterly reports. It also means he has tremendous insight into the quarter by tracking his customers sales. He definitely would not have mentioned that Aware is at the knee of their earnings curve and they are like a Qualcomm if he didn't have that insight. I do believe the G.Lite roll out is a few months behind schedule for the CLEC's and Aware, but it IS coming. I think this is why Globespan and Virata are seeing appreciation right now. The few months delay has given these companies more time to catch up to Aware (As seen by the recent purchases of companies by these competitors.) All's well that ends well. Aware may not say much between quarterly reports, but money walks and this earnings report will, in my opinion, walk us to the 80's. Perry P. (Now I have to start identifying myself a little better. lol)