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Technology Stocks : AWARE -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (163)	7/4/2000 3:09:49 PM
From: Perry P.	Read Replies (1) \| Respond to of 2404

thetelecommanalyst.com Anton Wahlman, Senior Analyst for High-Tech Communications, UBS Warburg Interviewed by Deborah Satter The Telecomm Analyst recently spoke with Anton Wahlman, telecommunications analyst for UBS Warburg. Wahlman gives AWARE INC. (AWRE) a STRONG BUY rating, citing its improving fundamentals. Mr. Wahlman owns a small amount of AWARE stock. His firm has not done any investment banking for AWARE in the past three years. [THE TELECOMM ANALYST – DEBORAH SATTER] What does AWARE do? [ANTON WAHLMAN] AWARE licenses the intellectual property behind G.lite and full-rate ADSL (asymmetric digital subscriber line) to physical-layer semiconductor makers. This technology provides high-speed Internet access over copper lines, primarily for home use. [DS] What is AWARE's position in the market? [AW] AWARE is the only independent company that licenses this technology, so the firm has no direct competition. It is the only company that caters to this part of the market. [DS] What is your rating on this stock? [AW] I have a STRONG BUY rating with a price target of $100 by the end of the year. I expect revenues of $31 million for 2000, with earnings per share of $0.43. My revenue estimate for 2001 is $47 million, and I anticipate earnings of $0.78 a share. [DS] Why is AWARE your favorite pick? [AW] The company has tremendous upside potential. In addition, the stock's valuation is still relatively mild. [DS] What can we expect from AWARE in the future? [AW] I expect AWARE to be able to generate strong royalties, and to meet or exceed analysts' estimates in the long term. The company expects INTEL (INTC), NEC (NIPNY) and INFINEON (IFX) to sign on as customers within the next 12 months. Perry P.