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


To: Perry P. who wrote (8930)5/17/2000 9:39:00 AM
From: Perry P.  Respond to of 9236
 
How can Aware be down almost 2 points with ADI numbers this good? I know, the market is down over 1% so far, but this is big news. It is completely illogical. What will move this stock up? Lets hope for some Aware verbage in the conference call this afternoon.

Perry P.



To: Perry P. who wrote (8930)5/17/2000 2:10:00 PM
From: Scrapps  Read Replies (1) | Respond to of 9236
 
From listening to the ADI CEO on CNBC there is no doubt in my mind they are selling the hell out of AWRE tech. based ADSL chips. He didn't mention Aware directly, but did say the communications and broadband serctors were the driving force to their strong quarter. Because of that Aware is dragging bigger piles of money for sure.

Btw. Two items we should explore further are (1) DSL chip shortage. (2) Is AMD building ADSL chip-sets?

IMO the ADSL chip shortage world wide will work to AWRE's favor.