Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Perry P. who wrote (407)	7/26/2000 12:31:32 AM
From: Bobo	Read Replies (1) \| Respond to of 2404

Do not forget that they are raising their earnings projections to over 100% growth this year. Does that sound like a bad situation to you? One of my post that addresses this. And with respect to upping the guidance. This is laughable. Robbie Stephens EPS for the Q was $0.09, the same as Q1. Even I can jump over 6 inch hurdles. 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. How can Aware have flat revenue growth in royalties if their customers are growing exponentially? This is a market in hyper-growth. Look at Globespan, Virata and Copper Mountain. Either 1) ADI is losing market share (which I am sure is the case) or 2) Aware's royalty agreements are not favorable since the volume price declines are so steep or 3) there were some major renegotiation of contracts took place. I am sorry Perry but you are in denial and will regret not selling around $50 when you can. In the next few weeks you will see what happens when institutions jump out of one DSL investment vehicle and into another. If I am wrong about AWRE being sub-$40 within 20 trading days I will never post on SI again. Otherwise it is my duty to continue to save the individual investor some money.

To: Perry P. who wrote (407)	7/26/2000 12:49:21 AM
From: Bobo	Read Replies (1) \| Respond to of 2404

OK one more thing about AWRE.... The thing I find most bizarre and insulting to one's intelligence is that mgt did not even address the royalty revenue being flat. It seems they could have at least said something like "one of our royalty clients had problems selling their G.Lite chipset into PC OEM's and we could not offset this with the growth in our other major client(s). We expect growth to resume next qtr." The game then continued as all but the H&Q analyst totally ignored the issue. Good ole Charlie Pluckan was actually talking about video compression with Tzannes. I guess at that point the analysts knew that it was their job to get as many clients to a life raft as possible without letting the other analysts know their intent.