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

To: Scrapps who wrote (358)	7/25/2000 1:45:46 PM
From: Elroy	Read Replies (1) \| Respond to of 2404

Well, assuming Aware will not discuss much details of their business with any of their customers, what might we learn today? If they contract revenue number jumps, that would mean that one of their customers shipped Aware-based xDSL chips in the June Q, and perhaps that was STM? I don't recall Aware ever saying that they had completed a specific milestone with a specific customer - it would be nice, but I wouldn't expect it. I want to see the Intel milestone announced as well. I expect 11 cents, and advice for better than currently forecast revenue/EPS in the 2nd half of the year. They said 40 cents in 2000 "easily" last quarter - bet that number ratchets up a bit today. Elroy