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


To: Scrapps who wrote (415)7/26/2000 8:28:53 AM
From: Bobo  Respond to of 2404
 
Yes I am short AWRE so let's just wait and see what happens. I am less worried about AWRE than I have ever been.



To: Scrapps who wrote (415)7/26/2000 11:00:15 AM
From: Bobo  Read Replies (1) | Respond to of 2404
 
Scrapps, clearly not a good day to judge the market reaction to the quarterly print. It is just a big down day. Let's give it a week or so before we judge the effect of the quarter's report. I added aggressively to my short position at the market open and so far am at least lucky that the market is my friend.

I think that this time, for the first time since I have followed the stock, I have more than the market in my favor. The current gaming by analysts is nothing more than maneuvers to protect their institutional clients that they got into the stock. What would I do if I got the firm's 6 largest clients into Aware? I would protect the stock. Something tells me that private conversations are a bit different.

I could be wrong from the standpoint that the market ignores this CONCRETE evidence. I think the market is too fickle now to do that. I could also be wrong on Aware's potential patents which is my biggest risk. But at this point the "knowns" in the stock are not good and I am willing to press my bet.