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

To: Bobo who wrote (425)	7/26/2000 11:24:37 AM
From: Elroy	Read Replies (1) \| Respond to of 2404

Bobo, You are short Aware? Why? Of all the possible expensive stocks to short, you choose one that will almost definitely increase revenue and earnings in each quarter for the next 2-3 years? Are you saying that you cannot find an expensive stock (there are lots of them) that might have revenue slow down at some point in the next year? Frankly, I think you are looney. I agree that Aware is expensive, but I can't understand why the stock is a smart short candidate. You shold short stocks where you expect an eventual slowdown in business. Surely you aren't saying that you expect AWRE to report sequentially declining revenues any time in the near future (1-2-3 years), are you? And I think you are overstating the importance of analyst's opinions on Aware's stock price. This company will be under that radar of most institutions until they demonstrate that they have the potential to have a Rambus-style lock on DSL technology, which is currently not the case, but has the potential to happen in the upcoming quarters. Elroy