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

To: Bobo who wrote (405)	7/26/2000 12:13:35 AM
From: Bobo	Read Replies (1) \| Respond to of 2404

Tzannes concluded: ``Based upon our performance this quarter and our visibility into future quarters, we are revising upward our earnings growth expectation for this year. Our previously stated goal was to double earnings - we are now expecting greater than 100% bottom line growth for the 2000 calendar year.'' Boy this is really going out on a limb when all the company has to do is post flat earnings for the next 2 Q's to achieve this feat. What a joke!

To: Bobo who wrote (405)	7/26/2000 12:19:15 AM
From: Perry P.	Read Replies (2) \| Respond to of 2404

Ok Bobo, lets go over this 1 more time. Aware sees its revenues 1 qtr in advance because of the way they record the revenues. Aware guided the analysts last quarter to .09 per share because they saw a seasonal slowdown in Lucent sales and they saw the other players were not going to be ramping up sales yet. Do not forget that they are raising their earnings projections to over 100% growth this year not knowing for sure when their customers are going to start selling their chipsets. It is hard to go out on a limb when you cannot control your customers sales. And I will take 100% earnings growth anytime. You can talk revenues all day long, but its earnings that count. ADI is definitely a large contributor to Aware's royalties and is continuing to increase its sales exponentially. The other companies coming on line are going to be icing on the cake to Aware's 100% growth projections. Perry P.