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

To: Scrapps who wrote (437)	7/26/2000 5:41:13 PM
From: Perry P.	Respond to of 2404

I was looking over a few notes I made over the last 4 months. I was trying to find out how many lines or chipsets Lucent was selling and when that would show up in Aware's numbers. I did this when Aware guided analysts to a flat earnings number for the 2nd quarter compared to the 1st quarter. It made me think that some chip sales were probably not going to be made until the 2nd Qtr of the year and hence not show up on Aware's numbers until the 3rd quarter. The following list is by no means exhaustive. I just thought I would use it as an example of what will be showing up in the 3rd quarter's numbers. The info was taken from actual press releases from the companies. Lucent / Samsung (Wildwire) - Sales to begin sometime in the 2nd Quarter. This means it will show up 3rd Quarter for Aware. Infinilink i150 (Wildwire) - Started selling at the end of 1st Quarter. So most of these sales will be showing up in Aware's 3rd Quarter numbers. Lucent / Hanaro Telecom (Anymedia) - 200K lines by end of May. I am sure most of the chips were sold in April and May, but that is a guess on my part. Most of this will show up in Aware's 3rd Quarter. Just thought I would share this little bit of info with everyone. It looks like Lucent will have more to contribute to Aware in the 3rd quarter numbers. That also means ADI really must have done some sells to increase the earnings by .02 cents per share. Perry P.